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Lehman Financial Resources’s SouthState Bank Corp SSB Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-2,152
Closed -$165K – 299
2015
Q3 		$165K Hold
2,152
– – 0.08% 63
2015
Q2 		$163K Hold
2,152
– – 0.08% 63
2015
Q1 		$147K Buy
+2,152
New +$140K 0.07% 76

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lehman Financial Resources's SSB Position: Q4 2015 in Review

Lehman Financial Resources sold out of SouthState Bank Corp (SSB) in Q4 2015, closing a stake of 2,152 shares — an estimated $165K sold.

Lehman Financial Resources first reported a position in SSB in Q1 2015 and held it in 3 quarters. The position peaked at $165K in Q3 2015. 160 funds tracked by Wall St. Rank hold SSB as of Q4 2015.

  • Lehman Financial Resources reported no remaining SouthState Bank Corp position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 2,152 SouthState Bank Corp shares in Q4 2015, an estimated $165K.
  • Lehman Financial Resources first reported a position in SouthState Bank Corp in Q1 2015 and held it in 3 quarters.
  • Lehman Financial Resources's SouthState Bank Corp position peaked at $165K in Q3 2015.
  • 160 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.