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Simplicity Solutions’s SS&C Technologies SSNC Stock Holding History

Simplicity Solutions’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
2023
Q4 		$247K Sell
4,043
-209
-5% -$11.4K 0.01% 892
2023
Q3 		$223K Buy
4,252
+151
+4% +$8.63K 0.01% 869
2023
Q2 		$249K Sell
4,101
-100
-2% -$5.69K 0.01% 896
2023
Q1 		$237K Buy
+4,201
New +$242K 0.01% 935

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simplicity Solutions's SSNC Position: Q4 2023 in Review

Simplicity Solutions reduced its SS&C Technologies (SSNC) stake by 4.9% in Q4 2023, selling an estimated $11.4K and leaving 4,043 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #892.

Simplicity Solutions first reported a position in SSNC in Q1 2023 and has held it in 4 quarters since. The position peaked at $249K in Q2 2023. 560 funds tracked by Wall St. Rank hold SSNC as of Q4 2023.

  • Simplicity Solutions held 4,043 shares of SS&C Technologies worth $247K as of Q4 2023.
  • Simplicity Solutions sold 209 SS&C Technologies shares in Q4 2023, an estimated $11.4K.
  • SS&C Technologies made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #892 holding.
  • Simplicity Solutions first reported a position in SS&C Technologies in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's SS&C Technologies position peaked at $249K in Q2 2023.
  • 560 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.