SGI
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Summit Global Investments’s SS&C Technologies SSNC Stock Holding History

Summit Global Investments’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
2024
Q1 		– Sell
-9,622
Closed -$588K – 597
2023
Q4 		$588K Sell
9,622
-2,526
-21% -$138K 0.04% 318
2023
Q3 		$638K Sell
12,148
-4,289
-26% -$245K 0.04% 299
2023
Q2 		$996K Sell
16,437
-5,476
-25% -$311K 0.07% 232
2023
Q1 		$1.24M Buy
21,913
+8,388
+62% +$484K 0.1% 200
2022
Q4 		$704K Buy
13,525
+2,421
+22% +$123K 0.06% 258
2022
Q3 		$530K Sell
11,104
-19,242
-63% -$1.11M 0.05% 300
2022
Q2 		$1.76M Buy
30,346
+454
+2% +$29.2K 0.16% 146
2022
Q1 		$2.24M Buy
+29,892
New +$2.34M 0.17% 133

Other funds holding SSNC

BlackRock
BlackRock New York $5.7T 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return