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Howe & Rusling’s SS&C Technologies SSNC Stock Holding History

Howe & Rusling’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-32
Closed -$2K – 931
2022
Q3 		$2K Buy
32
+5
+19% +$288 ﹤0.01% 910
2022
Q2 		$2K Sell
27
-2
-7% -$129 ﹤0.01% 893
2022
Q1 		$2K Hold
29
– – ﹤0.01% 887
2021
Q4 		$2K Hold
29
– – ﹤0.01% 881
2021
Q3 		$2K Hold
29
– – ﹤0.01% 877
2021
Q2 		$2K Hold
29
– – ﹤0.01% 832
2021
Q1 		$2K Buy
29
+7
+32% +$473 ﹤0.01% 844
2020
Q4 		$2K Hold
22
– – ﹤0.01% 832
2020
Q3 		$1K Hold
22
– – ﹤0.01% 797
2020
Q2 		$1K Buy
+22
New +$1.2K ﹤0.01% 767
2015
Q2 		– Sell
-60
Closed -$2K – 1115
2015
Q1 		$2K Buy
+60
New +$1.78K ﹤0.01% 789

Other funds holding SSNC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return