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Lake Street Advisors Group’s SS&C Technologies SSNC Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$267K Sell
3,521
-78
-2% -$5.83K 0.01% 486
2024
Q3 		$267K Sell
3,599
-125
-3% -$8.86K 0.01% 485
2024
Q2 		$233K Sell
3,724
-29
-0.8% -$1.8K 0.01% 504
2024
Q1 		$242K Buy
+3,753
New +$233K 0.01% 511

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, United Kingdom $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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Advisors Group's SSNC Position: Q4 2024 in Review

Lake Street Advisors Group reduced its SS&C Technologies (SSNC) stake by 2.2% in Q4 2024, selling an estimated $5.83K and leaving 3,521 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #486.

Lake Street Advisors Group first reported a position in SSNC in Q1 2024 and has held it in 4 quarters since. The position peaked at $267K in Q3 2024. 648 funds tracked by Wall St. Rank hold SSNC as of Q4 2024.

  • Lake Street Advisors Group held 3,521 shares of SS&C Technologies worth $267K as of Q4 2024.
  • Lake Street Advisors Group sold 78 SS&C Technologies shares in Q4 2024, an estimated $5.83K.
  • SS&C Technologies made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #486 holding.
  • Lake Street Advisors Group first reported a position in SS&C Technologies in Q1 2024 and has held it in 4 quarters since.
  • Lake Street Advisors Group's SS&C Technologies position peaked at $267K in Q3 2024.
  • 648 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.