Sugarloaf Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Sugarloaf Wealth Management’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
2022 Q4	–	Sell	-1,000	Closed	-$80K	–	855
2022 Q3	$80K	Hold	1,000	–	–	0.02%	221
2022 Q2	$77K	Hold	1,000	–	–	0.02%	225
2022 Q1	$82K	Hold	1,000	–	–	0.02%	218
2021 Q4	$80K	Hold	1,000	–	–	0.02%	227
2021 Q3	$75K	Hold	1,000	–	–	0.02%	222
2021 Q2	$82K	Hold	1,000	–	–	0.02%	214
2021 Q1	$79	Hold	1,000	–	–	0.02%	219
2020 Q4	$73K	Hold	1,000	–	–	0.02%	210
2020 Q3	$48K	Hold	1,000	–	–	0.02%	243
2020 Q2	$48K	Hold	1,000	–	–	0.02%	243
2020 Q1	$59K	Hold	1,000	–	–	0.03%	206
2019 Q4	$87K	Buy	+1,000	New	+$81.1K	0.04%	194

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T. Rowe Price Investment Management

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Select Equity Group

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Victory Capital Management

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

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