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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return