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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 – 1110
2015
Q1 		$2K Buy
+60
New +$1.78K ﹤0.01% 789

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $665M AUM 25.91% 1-Year Est. Return

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

Howe & Rusling sold out of SS&C Technologies (SSNC) in Q4 2022, closing a stake of 32 shares — an estimated $2K sold.

Howe & Rusling first reported a position in SSNC in Q1 2015 and held it in 11 quarters. The position peaked at $2K in Q3 2022. 533 funds tracked by Wall St. Rank hold SSNC as of Q4 2022.

  • Howe & Rusling reported no remaining SS&C Technologies position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 32 SS&C Technologies shares in Q4 2022, an estimated $2K.
  • Howe & Rusling first reported a position in SS&C Technologies in Q1 2015 and held it in 11 quarters.
  • Howe & Rusling's SS&C Technologies position peaked at $2K in Q3 2022.
  • 533 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2022.

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