Schechter Investment Advisors’s SS&C Technologies SSNC Stock Holding History

Schechter Investment 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	$612K	Sell	7,327 -571	-7%	-$47.3K	0.05%	325
2024 Q4	$599K	Sell	7,898 -33	-0.4%	-$2.47K	0.05%	348
2024 Q3	$589K	Sell	7,931 -366	-4%	-$25.9K	0.04%	367
2024 Q2	$520K	Sell	8,297 -90	-1%	-$5.58K	0.04%	363
2024 Q1	$540K	Sell	8,387 -3,933	-32%	-$244K	0.04%	359
2023 Q4	$753K	Sell	12,320 -1,610	-12%	-$88K	0.07%	277
2023 Q3	$732K	Sell	13,930 -62	-0.4%	-$3.54K	0.07%	273
2023 Q2	$848K	Sell	13,992 -864	-6%	-$49.1K	0.08%	273
2023 Q1	$839K	Buy	14,856 +754	+5%	+$43.5K	0.08%	291
2022 Q4	$734K	Buy	14,102 +4,457	+46%	+$226K	0.07%	385
2022 Q3	$460K	Sell	9,645 -1,087	-10%	-$62.6K	0.05%	542
2022 Q2	$624K	Sell	10,732 -2,232	-17%	-$144K	0.06%	457
2022 Q1	$973K	Sell	12,964 -1,051	-7%	-$82.2K	0.09%	316
2021 Q4	$1.15M	Buy	+14,015	New	+$1.08M	0.1%	258

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

BAM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's SSNC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its SS&C Technologies (SSNC) stake by 7.2% in Q1 2025, selling an estimated $47.3K and leaving 7,327 shares worth $612K. The position accounts for 0.05% of the portfolio, ranked #325.

Schechter Investment Advisors first reported a position in SSNC in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.15M in Q4 2021. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2025.

Schechter Investment Advisors held 7,327 shares of SS&C Technologies worth $612K as of Q1 2025.
Schechter Investment Advisors sold 571 SS&C Technologies shares in Q1 2025, an estimated $47.3K.
SS&C Technologies made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #325 holding.
Schechter Investment Advisors first reported a position in SS&C Technologies in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's SS&C Technologies position peaked at $1.15M in Q4 2021.
718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.