NinePointTwo Capital’s SouthState Bank Corp SSB Stock Holding History

NinePointTwo Capital’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
2023 Q2	–	Sell	-2,944	Closed	-$209K	–	321
2023 Q1	$209K	Hold	2,944	–	–	0.08%	211
2022 Q4	$224K	Buy	+2,944	New	+$247K	0.09%	88
2022 Q2	–	Sell	-3,659	Closed	-$298K	–	254
2022 Q1	$298K	Hold	3,659	–	–	0.08%	116
2021 Q4	$293K	Buy	+3,659	New	+$291K	0.09%	74

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T. Rowe Price Investment Management

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

Victory Capital Management

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Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

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

Franklin Resources

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners

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