Loring Wolcott & Coolidge Fiduciary Advisors’s SS&C Technologies SSNC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	–	Sell	-22	Closed	-$2K	–	679
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	621
2021 Q4	$2K	Hold	22	–	–	﹤0.01%	701
2021 Q3	$2K	Hold	22	–	–	﹤0.01%	718
2021 Q2	$2K	Buy	+22	New	+$1.61K	﹤0.01%	891
2021 Q1	–	Sell	-22	Closed	-$2K	–	648
2020 Q4	$2K	Hold	22	–	–	﹤0.01%	753
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	583
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	579
2020 Q1	$0	Hold	22	–	–	﹤0.01%	707
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	667
2019 Q3	$1K	Hold	22	–	–	﹤0.01%	670
2019 Q2	$1K	Hold	22	–	–	﹤0.01%	699
2019 Q1	$1K	Hold	22	–	–	﹤0.01%	688
2018 Q4	$0	Hold	22	–	–	﹤0.01%	727
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	641
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	655
2018 Q1	$1K	Hold	22	–	–	﹤0.01%	705
2017 Q4	$0	Hold	22	–	–	﹤0.01%	864
2017 Q3	$0	Buy	+22	New	+$849	﹤0.01%	891

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAM

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

Loring Wolcott & Coolidge Fiduciary Advisors's SSNC Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of SS&C Technologies (SSNC) in Q2 2022, closing a stake of 22 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SSNC in Q3 2017 and held it in 18 quarters. The position peaked at $2K in Q1 2022. 558 funds tracked by Wall St. Rank hold SSNC as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining SS&C Technologies position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 22 SS&C Technologies shares in Q2 2022, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SS&C Technologies in Q3 2017 and held it in 18 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's SS&C Technologies position peaked at $2K in Q1 2022.
558 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.