Plante Moran Financial Advisors’s SS&C Technologies SSNC Stock Holding History

Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-36	Closed	-$2.73K	–	953
2024 Q4	$2.73K	Buy	+36	New	+$2.69K	﹤0.01%	759
2021 Q4	–	Sell	-42	Closed	-$3K	–	1096
2021 Q3	$3K	Hold	42	–	–	﹤0.01%	845
2021 Q2	$3K	Hold	42	–	–	﹤0.01%	862
2021 Q1	$3K	Sell	42 -280	-87%	-$18.9K	﹤0.01%	876
2020 Q4	$23K	Sell	322 -60	-16%	-$4.02K	0.01%	506
2020 Q3	$23K	Buy	382 +60	+19%	+$3.59K	0.01%	473
2020 Q2	$18K	Buy	322 +280	+667%	+$15.3K	0.01%	453
2020 Q1	$2K	Hold	42	–	–	﹤0.01%	659
2019 Q4	$3K	Hold	42	–	–	﹤0.01%	667
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	791
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	737
2019 Q1	$3K	Hold	42	–	–	﹤0.01%	693
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	746
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	710
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	741
2018 Q1	$2K	Buy	+42	New	+$2.08K	﹤0.01%	866
2017 Q1	–	Sell	-98	Closed	-$3K	–	1016
2016 Q4	$3K	Hold	98	–	–	﹤0.01%	813
2016 Q3	$3K	Hold	98	–	–	﹤0.01%	800
2016 Q2	$3K	Buy	98 +18	+23%	+$540	﹤0.01%	745
2016 Q1	$3K	Buy	+80	New	+$2.43K	﹤0.01%	670

Other funds holding SSNC

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's SSNC Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of SS&C Technologies (SSNC) in Q1 2025, closing a stake of 36 shares — an estimated $2.73K sold.

Plante Moran Financial Advisors first reported a position in SSNC in Q1 2016 and held it in 20 quarters. The position peaked at $23K in Q4 2020. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2025.

Plante Moran Financial Advisors reported no remaining SS&C Technologies position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 36 SS&C Technologies shares in Q1 2025, an estimated $2.73K.
Plante Moran Financial Advisors first reported a position in SS&C Technologies in Q1 2016 and held it in 20 quarters.
Plante Moran Financial Advisors's SS&C Technologies position peaked at $23K in Q4 2020.
718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.