Lenox Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-15	Closed	-$1K	–	971
2021 Q4	$1K	Buy	+15	New	+$1.16K	﹤0.01%	908
2020 Q2	–	Sell	-36	Closed	-$2K	–	778
2020 Q1	$2K	Buy	+36	New	+$2.04K	﹤0.01%	620
2019 Q2	–	Sell	-93	Closed	-$6K	–	563
2019 Q1	$6K	Buy	+93	New	+$5.17K	﹤0.01%	340
2018 Q2	–	Sell	-34	Closed	-$2K	–	637
2018 Q1	$2K	Buy	+34	New	+$1.69K	﹤0.01%	482

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Lenox Wealth Advisors's SSNC Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of SS&C Technologies (SSNC) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in SSNC in Q1 2018 and held it in 4 quarters. The position peaked at $6K in Q1 2019. 563 funds tracked by Wall St. Rank hold SSNC as of Q1 2022.

Lenox Wealth Advisors reported no remaining SS&C Technologies position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 15 SS&C Technologies shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in SS&C Technologies in Q1 2018 and held it in 4 quarters.
Lenox Wealth Advisors's SS&C Technologies position peaked at $6K in Q1 2019.
563 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.