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Phocas Financial Corp’s SouthState Bank Corp SSB Stock Holding History

Phocas Financial Corp’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
2022
Q4 		– Sell
-2,536
Closed -$201K – 333
2022
Q3 		$201K Buy
+2,536
New +$204K 0.03% 198
2022
Q2 		– Sell
-2,536
Closed -$207K – 214
2022
Q1 		$207K Buy
+2,536
New +$219K 0.03% 207
2020
Q3 		– Sell
-108,156
Closed -$5.15M – 203
2020
Q2 		$5.15M Buy
+108,156
New +$5.65M 0.92% 40

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phocas Financial Corp's SSB Position: Q4 2022 in Review

Phocas Financial Corp sold out of SouthState Bank Corp (SSB) in Q4 2022, closing a stake of 2,536 shares — an estimated $201K sold.

Phocas Financial Corp first reported a position in SSB in Q2 2020 and held it in 3 quarters. The position peaked at $5.15M in Q2 2020. 351 funds tracked by Wall St. Rank hold SSB as of Q4 2022.

  • Phocas Financial Corp reported no remaining SouthState Bank Corp position as of Q4 2022 after selling out during the quarter.
  • Phocas Financial Corp sold 2,536 SouthState Bank Corp shares in Q4 2022, an estimated $201K.
  • Phocas Financial Corp first reported a position in SouthState Bank Corp in Q2 2020 and held it in 3 quarters.
  • Phocas Financial Corp's SouthState Bank Corp position peaked at $5.15M in Q2 2020.
  • 351 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2022.

Based on Phocas Financial Corp's 13F filing for Q4 2022, filed 11 Jan 2023.