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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return