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Phoenix Financial’s SS&C Technologies SSNC Stock Holding History

Phoenix Financial’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
2021
Q1 		– Sell
-4,089
Closed -$296K – 470
2020
Q4 		$296K Buy
4,089
+467
+13% +$31.3K 0.01% 305
2020
Q3 		$207K Buy
+3,622
New +$217K 0.01% 296

Other funds holding SSNC

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Phoenix Financial's SSNC Position: Q1 2021 in Review

Phoenix Financial sold out of SS&C Technologies (SSNC) in Q1 2021, closing a stake of 4,089 shares — an estimated $296K sold.

Phoenix Financial first reported a position in SSNC in Q3 2020 and held it in 2 quarters. The position peaked at $296K in Q4 2020. 487 funds tracked by Wall St. Rank hold SSNC as of Q1 2021.

  • Phoenix Financial reported no remaining SS&C Technologies position as of Q1 2021 after selling out during the quarter.
  • Phoenix Financial sold 4,089 SS&C Technologies shares in Q1 2021, an estimated $296K.
  • Phoenix Financial first reported a position in SS&C Technologies in Q3 2020 and held it in 2 quarters.
  • Phoenix Financial's SS&C Technologies position peaked at $296K in Q4 2020.
  • 487 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2021.

Based on Phoenix Financial's 13F filing for Q1 2021, filed 10 May 2021.