MilWealth Group’s SS&C Technologies SSNC Stock Holding History

MilWealth Group’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	-40	Closed	-$3.28K	–	140
2021 Q4	$3.28K	Hold	40	–	–	﹤0.01%	107
2021 Q3	$2.78K	Buy	+40	New	+$2.96K	﹤0.01%	115

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 $209B AUM 37.72% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

BAM

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

MilWealth Group's SSNC Position: Q1 2022 in Review

MilWealth Group sold out of SS&C Technologies (SSNC) in Q1 2022, closing a stake of 40 shares — an estimated $3.28K sold.

MilWealth Group first reported a position in SSNC in Q3 2021 and held it in 2 quarters. The position peaked at $3.28K in Q4 2021. 563 funds tracked by Wall St. Rank hold SSNC as of Q1 2022.

MilWealth Group reported no remaining SS&C Technologies position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 40 SS&C Technologies shares in Q1 2022, an estimated $3.28K.
MilWealth Group first reported a position in SS&C Technologies in Q3 2021 and held it in 2 quarters.
MilWealth Group's SS&C Technologies position peaked at $3.28K in Q4 2021.
563 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.