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Ladenburg Thalmann Financial Services’s SouthState Bank Corp SSB Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$51K Sell
772
-30
-4% -$2.43K ﹤0.01% 3520
2019
Q3 		$60K Buy
802
+39
+5% +$2.94K ﹤0.01% 3308
2019
Q2 		$57K Buy
763
+201
+36% +$14.4K ﹤0.01% 3374
2019
Q1 		$39K Buy
562
+37
+7% +$2.49K ﹤0.01% 3577
2018
Q4 		$31K Buy
525
+385
+275% +$26.7K ﹤0.01% 3596
2018
Q3 		$11K Sell
140
-138
-50% -$11.7K ﹤0.01% 4250
2018
Q2 		$23K Hold
278
– – ﹤0.01% 3755
2018
Q1 		$23K Sell
278
-38
-12% -$3.37K ﹤0.01% 3755
2017
Q4 		$28K Buy
316
+60
+23% +$5.38K ﹤0.01% 3595
2017
Q3 		$23K Sell
256
-9
-3% -$752 ﹤0.01% 3598
2017
Q2 		$23K Buy
265
+77
+41% +$6.65K ﹤0.01% 3529
2017
Q1 		$17K Sell
188
-9
-5% -$795 ﹤0.01% 3662
2016
Q4 		$17K Buy
197
+1
+0.5% +$81 ﹤0.01% 3580
2016
Q3 		$15K Sell
196
-306
-61% -$22.4K ﹤0.01% 3583
2016
Q2 		$34K Buy
502
+17
+4% +$1.17K ﹤0.01% 2976
2016
Q1 		$31K Buy
485
+21
+5% +$1.35K ﹤0.01% 2951
2015
Q4 		$33K Buy
464
+107
+30% +$8.13K ﹤0.01% 2878
2015
Q3 		$27K Buy
357
+7
+2% +$535 ﹤0.01% 2911
2015
Q2 		$27K Buy
350
+3
+0.9% +$214 ﹤0.01% 3044
2015
Q1 		$24K Buy
347
+44
+15% +$2.86K ﹤0.01% 3079
2014
Q4 		$20K Buy
303
+84
+38% +$5.15K ﹤0.01% 2988
2014
Q3 		$12K Buy
+219
New +$12.9K ﹤0.01% 2999
2014
Q2 		– Sell
-57
Closed -$4K – 3967
2014
Q1 		$4K Buy
+57
New +$3.54K ﹤0.01% 3351

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SSB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its SouthState Bank Corp (SSB) stake by 3.7% in Q4 2019, selling an estimated $2.43K and leaving 772 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #3520.

Ladenburg Thalmann Financial Services first reported a position in SSB in Q1 2014 and has held it in 23 quarters since. The position peaked at $60K in Q3 2019. 200 funds tracked by Wall St. Rank hold SSB as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 772 shares of SouthState Bank Corp worth $51K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 30 SouthState Bank Corp shares in Q4 2019, an estimated $2.43K.
  • SouthState Bank Corp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3520 holding.
  • Ladenburg Thalmann Financial Services first reported a position in SouthState Bank Corp in Q1 2014 and has held it in 23 quarters since.
  • Ladenburg Thalmann Financial Services's SouthState Bank Corp position peaked at $60K in Q3 2019.
  • 200 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.