Jacobs Levy Equity Management’s SouthState Bank Corp SSB Stock Holding History

Jacobs Levy Equity Management’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
2020 Q3	–	Sell	-4,547	Closed	-$217K	–	1103
2020 Q2	$217K	Sell	4,547 -22,099	-83%	-$1.15M	﹤0.01%	937
2020 Q1	$1.56M	Buy	26,646 +2,751	+12%	+$203K	0.02%	532
2019 Q4	$2.07M	Buy	23,895 +20,015	+516%	+$1.62M	0.02%	535
2019 Q3	$292K	Buy	3,880 +930	+32%	+$70.1K	﹤0.01%	781
2019 Q2	$217K	Buy	+2,950	New	+$212K	﹤0.01%	867
2018 Q4	–	Sell	-4,160	Closed	-$341K	–	1062
2018 Q3	$341K	Sell	4,160 -5,900	-59%	-$498K	﹤0.01%	852
2018 Q2	$868K	Sell	10,060 -2,879	-22%	-$254K	0.01%	697
2018 Q1	$1.1M	Sell	12,939 -100	-0.8%	-$8.86K	0.02%	614
2017 Q4	$1.14M	Sell	13,039 -1,800	-12%	-$162K	0.02%	589
2017 Q3	$1.34M	Sell	14,839 -531	-3%	-$44.3K	0.03%	528
2017 Q2	$1.32M	Buy	15,370 +140	+0.9%	+$12.1K	0.03%	520
2017 Q1	$1.36M	Hold	15,230	–	–	0.03%	491
2016 Q4	$1.33M	Hold	15,230	–	–	0.03%	499
2016 Q3	$1.14M	Hold	15,230	–	–	0.02%	546
2016 Q2	$1.04M	Sell	15,230 -790	-5%	-$54.2K	0.02%	579
2016 Q1	$1.03M	Buy	+16,020	New	+$1.03M	0.02%	560
2014 Q4	–	Sell	-5,873	Closed	-$328K	–	902
2014 Q3	$328K	Sell	5,873 -30,707	-84%	-$1.81M	0.01%	661
2014 Q2	$2.23M	Sell	36,580 -21,065	-37%	-$1.25M	0.04%	384
2014 Q1	$3.61M	Buy	+57,645	New	+$3.58M	0.06%	303

Other funds holding SSB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jacobs Levy Equity Management's SSB Position: Q3 2020 in Review

Jacobs Levy Equity Management sold out of SouthState Bank Corp (SSB) in Q3 2020, closing a stake of 4,547 shares — an estimated $217K sold.

Jacobs Levy Equity Management first reported a position in SSB in Q1 2014 and held it in 19 quarters. The position peaked at $3.61M in Q1 2014. 263 funds tracked by Wall St. Rank hold SSB as of Q3 2020.

Jacobs Levy Equity Management reported no remaining SouthState Bank Corp position as of Q3 2020 after selling out during the quarter.
Jacobs Levy Equity Management sold 4,547 SouthState Bank Corp shares in Q3 2020, an estimated $217K.
Jacobs Levy Equity Management first reported a position in SouthState Bank Corp in Q1 2014 and held it in 19 quarters.
Jacobs Levy Equity Management's SouthState Bank Corp position peaked at $3.61M in Q1 2014.
263 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2020.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2020, filed 16 Nov 2020.