Standard Family Office’s SS&C Technologies SSNC Stock Holding History

Standard Family Office’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 Q1	–	Sell	-372	Closed	-$30K	–	219
2021 Q4	$30K	Buy	+372	New	+$28.6K	0.27%	75
2021 Q3	–	Sell	-163	Closed	-$12K	–	462
2021 Q2	$12K	Hold	163	–	–	﹤0.01%	255
2021 Q1	$11K	Buy	163 +30	+23%	+$2.03K	﹤0.01%	314
2020 Q4	$10K	Buy	+133	New	+$8.91K	﹤0.01%	311

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 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

Standard Family Office's SSNC Position: Q1 2022 in Review

Standard Family Office sold out of SS&C Technologies (SSNC) in Q1 2022, closing a stake of 372 shares — an estimated $30K sold.

Standard Family Office first reported a position in SSNC in Q4 2020 and held it in 4 quarters. The position peaked at $30K in Q4 2021. 563 funds tracked by Wall St. Rank hold SSNC as of Q1 2022.

Standard Family Office reported no remaining SS&C Technologies position as of Q1 2022 after selling out during the quarter.
Standard Family Office sold 372 SS&C Technologies shares in Q1 2022, an estimated $30K.
Standard Family Office first reported a position in SS&C Technologies in Q4 2020 and held it in 4 quarters.
Standard Family Office's SS&C Technologies position peaked at $30K in Q4 2021.
563 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2022.

Based on Standard Family Office's 13F filing for Q1 2022, filed 16 May 2022.