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 London $209B AUM 37.72% 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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lee Financial's SSNC Position: Q2 2020 in Review

Lee Financial sold out of SS&C Technologies (SSNC) in Q2 2020, closing a stake of 110 shares — an estimated $5K sold.

Lee Financial first reported a position in SSNC in Q4 2016 and held it in 14 quarters. The position peaked at $17K in Q1 2019. 456 funds tracked by Wall St. Rank hold SSNC as of Q2 2020.

Lee Financial reported no remaining SS&C Technologies position as of Q2 2020 after selling out during the quarter.
Lee Financial sold 110 SS&C Technologies shares in Q2 2020, an estimated $5K.
Lee Financial first reported a position in SS&C Technologies in Q4 2016 and held it in 14 quarters.
Lee Financial's SS&C Technologies position peaked at $17K in Q1 2019.
456 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2020.

Based on Lee Financial's 13F filing for Q2 2020, filed 11 Aug 2020.