RIM
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Rockbridge Investment Management’s SS&C Technologies SSNC Stock Holding History

Rockbridge Investment Management’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
2022
Q2 		– Sell
-11,003
Closed -$827K – 786
2022
Q1 		$827K Buy
11,003
+53
+0.5% +$4.14K 0.13% 75
2021
Q4 		$898K Sell
10,950
-223
-2% -$17.2K 0.13% 74
2021
Q3 		$775K Buy
11,173
+254
+2% +$18.8K 0.13% 74
2021
Q2 		$787K Sell
10,919
-276
-2% -$20.2K 0.13% 73
2021
Q1 		$782K Sell
11,195
-75
-0.7% -$5.07K 0.15% 66
2020
Q4 		$820K Sell
11,270
-247
-2% -$16.6K 0.17% 61
2020
Q3 		$697K Sell
11,517
-381
-3% -$22.8K 0.17% 63
2020
Q2 		$672K Buy
+11,898
New +$649K 0.17% 64

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BAM
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