Pettee Investors’s SouthState Bank Corp SSB Stock Holding History

Pettee Investors’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
2018 Q3	–	Sell	-7,976	Closed	-$688K	–	121
2018 Q2	$688K	Hold	7,976	–	–	0.43%	73
2018 Q1	$680K	Buy	7,976 +443	+6%	+$39.3K	0.42%	73
2017 Q4	$657K	Hold	7,533	–	–	0.4%	74
2017 Q3	$678K	Buy	+7,533	New	+$629K	0.44%	64

Other funds holding SSB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pettee Investors's SSB Position: Q3 2018 in Review

Pettee Investors sold out of SouthState Bank Corp (SSB) in Q3 2018, closing a stake of 7,976 shares — an estimated $688K sold.

Pettee Investors first reported a position in SSB in Q3 2017 and held it in 4 quarters. The position peaked at $688K in Q2 2018. 191 funds tracked by Wall St. Rank hold SSB as of Q3 2018.

Pettee Investors reported no remaining SouthState Bank Corp position as of Q3 2018 after selling out during the quarter.
Pettee Investors sold 7,976 SouthState Bank Corp shares in Q3 2018, an estimated $688K.
Pettee Investors first reported a position in SouthState Bank Corp in Q3 2017 and held it in 4 quarters.
Pettee Investors's SouthState Bank Corp position peaked at $688K in Q2 2018.
191 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2018.

Based on Pettee Investors's 13F filing for Q3 2018, filed 2 Nov 2018.