Oak Ridge Investments’s SS&C Technologies SSNC Stock Holding History

Oak Ridge Investments’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
2020 Q1	–	Sell	-14,432	Closed	-$886K	–	190
2019 Q4	$886K	Sell	14,432 -1,113	-7%	-$62.4K	0.07%	139
2019 Q3	$802K	Sell	15,545 -101	-0.6%	-$5.16K	0.06%	142
2019 Q2	$901K	Sell	15,646 -31,267	-67%	-$1.88M	0.06%	135
2019 Q1	$2.99M	Sell	46,913 -1,327	-3%	-$73.8K	0.19%	120
2018 Q4	$2.18M	Sell	48,240 -1,249	-3%	-$60.6K	0.16%	127
2018 Q3	$2.81M	Sell	49,489 -1,918	-4%	-$106K	0.16%	122
2018 Q2	$2.67M	Buy	+51,407	New	+$2.6M	0.15%	125

Other funds holding SSNC

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BAM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oak Ridge Investments's SSNC Position: Q1 2020 in Review

Oak Ridge Investments sold out of SS&C Technologies (SSNC) in Q1 2020, closing a stake of 14,432 shares — an estimated $886K sold.

Oak Ridge Investments first reported a position in SSNC in Q2 2018 and held it in 7 quarters. The position peaked at $2.99M in Q1 2019. 431 funds tracked by Wall St. Rank hold SSNC as of Q1 2020.

Oak Ridge Investments reported no remaining SS&C Technologies position as of Q1 2020 after selling out during the quarter.
Oak Ridge Investments sold 14,432 SS&C Technologies shares in Q1 2020, an estimated $886K.
Oak Ridge Investments first reported a position in SS&C Technologies in Q2 2018 and held it in 7 quarters.
Oak Ridge Investments's SS&C Technologies position peaked at $2.99M in Q1 2019.
431 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2020.

Based on Oak Ridge Investments's 13F filing for Q1 2020, filed 13 May 2020.