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Peninsula Wealth’s SS&C Technologies SSNC Stock Holding History

Peninsula 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
2024
Q4 		$487K Hold
6,422
– – 0.08% 73
2024
Q3 		$492K Buy
+6,422
New +$455K 0.09% 72

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peninsula Wealth's SSNC Position: Q4 2024 in Review

Peninsula Wealth held its SS&C Technologies (SSNC) position steady in Q4 2024 at 6,422 shares worth $487K. The position accounts for 0.08% of the portfolio, ranked #73.

Peninsula Wealth first reported a position in SSNC in Q3 2024 and has held it in 2 quarters since. The position peaked at $492K in Q3 2024. 648 funds tracked by Wall St. Rank hold SSNC as of Q4 2024.

  • Peninsula Wealth held 6,422 shares of SS&C Technologies worth $487K as of Q4 2024.
  • Peninsula Wealth left its SS&C Technologies share count unchanged in Q4 2024.
  • SS&C Technologies made up 0.08% of Peninsula Wealth's portfolio in Q4 2024, its #73 holding.
  • Peninsula Wealth first reported a position in SS&C Technologies in Q3 2024 and has held it in 2 quarters since.
  • Peninsula Wealth's SS&C Technologies position peaked at $492K in Q3 2024.
  • 648 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.