IndexIQ Advisors’s SouthState Bank Corp SSB Stock Holding History

IndexIQ Advisors’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 Q1	–	Sell	-5,379	Closed	-$431K	–	1496
2021 Q4	$431K	Sell	5,379 -348	-6%	-$27.7K	0.01%	707
2021 Q3	$428K	Buy	5,727 +574	+11%	+$40.9K	0.01%	744
2021 Q2	$421K	Buy	5,153 +68	+1%	+$5.79K	0.01%	626
2021 Q1	$399K	Buy	+5,085	New	+$409K	0.01%	744
2020 Q1	–	Sell	-11,869	Closed	-$1.03M	–	1120
2019 Q4	$1.03M	Sell	11,869 -3,767	-24%	-$306K	0.04%	256
2019 Q3	$1.18M	Sell	15,636 -2,931	-16%	-$221K	0.04%	285
2019 Q2	$1.37M	Sell	18,567 -4,355	-19%	-$313K	0.04%	266
2019 Q1	$1.57M	Buy	+22,922	New	+$1.54M	0.05%	335

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Select Equity Group

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management

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

EARNEST Partners

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

American Century Companies

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