Mackenzie Financial’s SouthState Bank Corp SSB Stock Holding History

Mackenzie Financial’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
2024 Q1	–	Sell	-4,646	Closed	-$392K	–	1608
2023 Q4	$392K	Hold	4,646	–	–	﹤0.01%	1073
2023 Q3	$302K	Buy	+4,646	New	+$335K	﹤0.01%	1140
2023 Q1	–	Sell	-4,705	Closed	-$359K	–	1605
2022 Q4	$359K	Sell	4,705 -186	-4%	-$15.6K	﹤0.01%	1029
2022 Q3	$387K	Buy	4,891 +18	+0.4%	+$1.45K	﹤0.01%	1006
2022 Q2	$376K	Buy	4,873 +776	+19%	+$60.5K	﹤0.01%	1002
2022 Q1	$334K	Buy	4,097 +654	+19%	+$56.4K	﹤0.01%	1077
2021 Q4	$276K	Sell	3,443 -533	-13%	-$42.4K	﹤0.01%	1178
2021 Q3	$297K	Buy	+3,976	New	+$283K	﹤0.01%	1141

Other funds holding SSB

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mackenzie Financial's SSB Position: Q1 2024 in Review

Mackenzie Financial sold out of SouthState Bank Corp (SSB) in Q1 2024, closing a stake of 4,646 shares — an estimated $392K sold.

Mackenzie Financial first reported a position in SSB in Q3 2021 and held it in 8 quarters. The position peaked at $392K in Q4 2023. 365 funds tracked by Wall St. Rank hold SSB as of Q1 2024.

Mackenzie Financial reported no remaining SouthState Bank Corp position as of Q1 2024 after selling out during the quarter.
Mackenzie Financial sold 4,646 SouthState Bank Corp shares in Q1 2024, an estimated $392K.
Mackenzie Financial first reported a position in SouthState Bank Corp in Q3 2021 and held it in 8 quarters.
Mackenzie Financial's SouthState Bank Corp position peaked at $392K in Q4 2023.
365 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2024.

Based on Mackenzie Financial's 13F filing for Q1 2024, filed 10 May 2024.