Stonegate Investment Group’s SouthState Bank Corp SSB Stock Holding History

Stonegate Investment Group’s Portfolio SSB Stock Details SSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,913	Closed	-$380K	–	431
2024 Q3	$380K	Hold	3,913	–	–	0.01%	263
2024 Q2	$299K	Hold	3,913	–	–	0.01%	271
2024 Q1	$333K	Sell	3,913 -47	-1%	-$3.87K	0.01%	254
2023 Q4	$334K	Hold	3,960	–	–	0.01%	239
2023 Q3	$267K	Sell	3,960 -213	-5%	-$15.4K	0.01%	258
2023 Q2	$275K	Hold	4,173	–	–	0.01%	264
2023 Q1	$297K	Sell	4,173 -14	-0.3%	-$1.09K	0.01%	250
2022 Q4	$320K	Buy	4,187 +227	+6%	+$19.1K	0.01%	239
2022 Q3	$313K	Hold	3,960	–	–	0.01%	221
2022 Q2	$306K	Hold	3,960	–	–	0.01%	230
2022 Q1	$323K	Hold	3,960	–	–	0.01%	201
2021 Q4	$317K	Buy	+3,960	New	+$315K	0.01%	209

Other funds holding SSB

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stonegate Investment Group's SSB Position: Q4 2024 in Review

Stonegate Investment Group sold out of SouthState Bank Corp (SSB) in Q4 2024, closing a stake of 3,913 shares — an estimated $380K sold.

Stonegate Investment Group first reported a position in SSB in Q4 2021 and held it in 12 quarters. The position peaked at $380K in Q3 2024. 419 funds tracked by Wall St. Rank hold SSB as of Q4 2024.

Stonegate Investment Group reported no remaining SouthState Bank Corp position as of Q4 2024 after selling out during the quarter.
Stonegate Investment Group sold 3,913 SouthState Bank Corp shares in Q4 2024, an estimated $380K.
Stonegate Investment Group first reported a position in SouthState Bank Corp in Q4 2021 and held it in 12 quarters.
Stonegate Investment Group's SouthState Bank Corp position peaked at $380K in Q3 2024.
419 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2024.

Based on Stonegate Investment Group's 13F filing for Q4 2024, filed 22 Jan 2025.