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Joel Greenblatt’s SouthState Bank Corp SSB Stock Holding History

Joel Greenblatt’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
2024
Q1 		– Sell
-2,571
Closed -$217K – 1455
2023
Q4 		$217K Sell
2,571
-2,373
-48% -$175K ﹤0.01% 1229
2023
Q3 		$333K Sell
4,944
-242
-5% -$17.4K 0.01% 1089
2023
Q2 		$341K Sell
5,186
-240
-4% -$16K 0.01% 1085
2023
Q1 		$387K Buy
+5,426
New +$422K 0.01% 1047

Other funds holding SSB

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joel Greenblatt's SSB Position: Q1 2024 in Review

Joel Greenblatt sold out of SouthState Bank Corp (SSB) in Q1 2024, closing a stake of 2,571 shares — an estimated $217K sold.

Joel Greenblatt first reported a position in SSB in Q1 2023 and held it in 4 quarters. The position peaked at $387K in Q1 2023. 365 funds tracked by Wall St. Rank hold SSB as of Q1 2024.

  • Joel Greenblatt reported no remaining SouthState Bank Corp position as of Q1 2024 after selling out during the quarter.
  • Joel Greenblatt sold 2,571 SouthState Bank Corp shares in Q1 2024, an estimated $217K.
  • Joel Greenblatt first reported a position in SouthState Bank Corp in Q1 2023 and held it in 4 quarters.
  • Joel Greenblatt's SouthState Bank Corp position peaked at $387K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2024.

Based on Gotham Asset Management's 13F filing for Q1 2024, filed 15 May 2024.