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Ovata Capital Management’s SS&C Technologies SSNC Stock Holding History

Ovata Capital Management’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
Q3 		– Sell
-540
Closed -$30K – 171
2020
Q2 		$30K Buy
+540
New +$29.4K 0.01% 137

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Select Equity Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Ovata Capital Management's SSNC Position: Q3 2020 in Review

Ovata Capital Management sold out of SS&C Technologies (SSNC) in Q3 2020, closing a stake of 540 shares — an estimated $30K sold.

Ovata Capital Management first reported a position in SSNC in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 450 funds tracked by Wall St. Rank hold SSNC as of Q3 2020.

  • Ovata Capital Management reported no remaining SS&C Technologies position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 540 SS&C Technologies shares in Q3 2020, an estimated $30K.
  • Ovata Capital Management first reported a position in SS&C Technologies in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's SS&C Technologies position peaked at $30K in Q2 2020.
  • 450 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.