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Rikoon Group’s SS&C Technologies SSNC Stock Holding History

Rikoon Group’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 		$861K Buy
12,319
+500
+4% +$33.8K 0.23% 102
2020
Q4 		$860K Buy
11,819
+102
+0.9% +$6.84K 0.24% 98
2020
Q3 		$709K Buy
11,717
+2,885
+33% +$173K 0.22% 101
2020
Q2 		$499K Sell
8,832
-84
-0.9% -$4.58K 0.17% 119
2020
Q1 		$391K Buy
8,916
+1,401
+19% +$79.2K 0.16% 123
2019
Q4 		$461K Buy
7,515
+3,125
+71% +$175K 0.16% 130
2019
Q3 		$226K Buy
+4,390
New +$224K 0.08% 185

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

Rikoon Group's SSNC Position: Q1 2021 in Review

Rikoon Group increased its SS&C Technologies (SSNC) stake by 4.2% in Q1 2021, buying an estimated $33.8K and bringing the position to 12,319 shares worth $861K. The position accounts for 0.23% of the portfolio, ranked #102.

Rikoon Group first reported a position in SSNC in Q3 2019 and has held it in 7 quarters since. 487 funds tracked by Wall St. Rank hold SSNC as of Q1 2021.

  • Rikoon Group held 12,319 shares of SS&C Technologies worth $861K as of Q1 2021.
  • Rikoon Group bought 500 SS&C Technologies shares in Q1 2021, an estimated $33.8K.
  • SS&C Technologies made up 0.23% of Rikoon Group's portfolio in Q1 2021, its #102 holding.
  • Rikoon Group first reported a position in SS&C Technologies in Q3 2019 and has held it in 7 quarters since.
  • 487 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.