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Howe & Rusling’s SouthState Bank Corp SSB Stock Holding History

Howe & Rusling’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-51
Closed -$4K – 930
2022
Q3 		$4K Hold
51
– – ﹤0.01% 740
2022
Q2 		$4K Sell
51
-5
-9% -$390 ﹤0.01% 721
2022
Q1 		$5K Hold
56
– – ﹤0.01% 668
2021
Q4 		$4K Hold
56
– – ﹤0.01% 754
2021
Q3 		$4K Hold
56
– – ﹤0.01% 730
2021
Q2 		$5K Hold
56
– – ﹤0.01% 643
2021
Q1 		$4K Sell
56
-14
-20% -$1.13K ﹤0.01% 698
2020
Q4 		$5K Buy
70
+21
+43% +$1.38K ﹤0.01% 625
2020
Q3 		$2K Hold
49
– – ﹤0.01% 736
2020
Q2 		$2K Buy
+49
New +$2.56K ﹤0.01% 697

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Howe & Rusling's SSB Position: Q4 2022 in Review

Howe & Rusling sold out of SouthState Bank Corp (SSB) in Q4 2022, closing a stake of 51 shares — an estimated $4K sold.

Howe & Rusling first reported a position in SSB in Q2 2020 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 351 funds tracked by Wall St. Rank hold SSB as of Q4 2022.

  • Howe & Rusling reported no remaining SouthState Bank Corp position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 51 SouthState Bank Corp shares in Q4 2022, an estimated $4K.
  • Howe & Rusling first reported a position in SouthState Bank Corp in Q2 2020 and held it in 10 quarters.
  • Howe & Rusling's SouthState Bank Corp position peaked at $5K in Q1 2022.
  • 351 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.