Monarch Partners Asset Management’s SouthState Bank Corp SSB Stock Holding History

Monarch Partners Asset Management’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
2022 Q4	$2.02M	Sell	26,517 -4,111	-13%	-$345K	0.6%	83
2022 Q3	$2.42M	Sell	30,628 -925	-3%	-$74.4K	0.73%	65
2022 Q2	$2.43M	Sell	31,553 -2,920	-8%	-$228K	0.68%	65
2022 Q1	$2.81M	Buy	+34,473	New	+$2.97M	0.63%	68
2015 Q1	–	Sell	-25,496	Closed	-$1.71M	–	181
2014 Q4	$1.71M	Sell	25,496 -15,100	-37%	-$926K	0.37%	100
2014 Q3	$2.27M	Buy	+40,596	New	+$2.4M	0.6%	61
2014 Q2	–	Sell	-63,495	Closed	-$3.98M	–	134
2014 Q1	$3.98M	Buy	63,495 +3,608	+6%	+$224K	1.45%	14
2013 Q4	$3.98M	Buy	+59,887	New	+$3.67M	1.47%	13

Other funds holding SSB

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monarch Partners Asset Management's SSB Position: Q4 2022 in Review

Monarch Partners Asset Management reduced its SouthState Bank Corp (SSB) stake by 13% in Q4 2022, selling an estimated $345K and leaving 26,517 shares worth $2.02M. The position accounts for 0.6% of the portfolio, ranked #83.

Monarch Partners Asset Management first reported a position in SSB in Q4 2013 and has held it in 8 quarters since. The position peaked at $3.98M in Q4 2013. 352 funds tracked by Wall St. Rank hold SSB as of Q4 2022.

Monarch Partners Asset Management held 26,517 shares of SouthState Bank Corp worth $2.02M as of Q4 2022.
Monarch Partners Asset Management sold 4,111 SouthState Bank Corp shares in Q4 2022, an estimated $345K.
SouthState Bank Corp made up 0.6% of Monarch Partners Asset Management's portfolio in Q4 2022, its #83 holding.
Monarch Partners Asset Management first reported a position in SouthState Bank Corp in Q4 2013 and has held it in 8 quarters since.
Monarch Partners Asset Management's SouthState Bank Corp position peaked at $3.98M in Q4 2013.
352 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.