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Morton Brown Family Wealth’s SS&C Technologies SSNC Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-18
Closed -$1K – 324
2022
Q2 		$1K Buy
+18
New +$1.16K ﹤0.01% 253

Other funds holding SSNC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Morton Brown Family Wealth's SSNC Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of SS&C Technologies (SSNC) in Q3 2022, closing a stake of 18 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in SSNC in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 537 funds tracked by Wall St. Rank hold SSNC as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining SS&C Technologies position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 18 SS&C Technologies shares in Q3 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in SS&C Technologies in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's SS&C Technologies position peaked at $1K in Q2 2022.
  • 537 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.