Lee Financial’s SS&C Technologies SSNC Stock Holding History

Lee Financial’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
2020 Q2	–	Sell	-110	Closed	-$5K	–	546
2020 Q1	$5K	Sell	110 -125	-53%	-$7.07K	﹤0.01%	381
2019 Q4	$14K	Sell	235 -35	-13%	-$1.96K	﹤0.01%	303
2019 Q3	$14K	Hold	270	–	–	﹤0.01%	294
2019 Q2	$16K	Hold	270	–	–	﹤0.01%	289
2019 Q1	$17K	Buy	270 +35	+15%	+$1.95K	﹤0.01%	270
2018 Q4	$11K	Hold	235	–	–	﹤0.01%	278
2018 Q3	$13K	Hold	235	–	–	﹤0.01%	294
2018 Q2	$12K	Hold	235	–	–	﹤0.01%	448
2018 Q1	$13K	Sell	235 -45	-16%	-$2.23K	﹤0.01%	424
2017 Q4	$11K	Buy	280 +40	+17%	+$1.63K	﹤0.01%	309
2017 Q3	$10K	Hold	240	–	–	﹤0.01%	338
2017 Q2	$9K	Hold	240	–	–	﹤0.01%	345
2017 Q1	$8K	Hold	240	–	–	﹤0.01%	312
2016 Q4	$7K	Buy	+240	New	+$7.44K	﹤0.01%	346

Other funds holding SSNC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return