Tortoise Investment Management’s SS&C Technologies SSNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,019	Closed	-$179K	–	1275
2025 Q3	$179K	Buy	2,019 +10	+0.5%	+$866	0.02%	240
2025 Q2	$166K	Buy	2,009 +9	+0.5%	+$707	0.02%	239
2025 Q1	$167K	Hold	2,000	–	–	0.02%	231
2024 Q4	$152K	Hold	2,000	–	–	0.02%	257
2024 Q3	$148K	Hold	2,000	–	–	0.02%	262
2024 Q2	$125K	Hold	2,000	–	–	0.01%	272
2024 Q1	$129K	Hold	2,000	–	–	0.02%	265
2023 Q4	$122K	Hold	2,000	–	–	0.02%	254
2023 Q3	$105K	Hold	2,000	–	–	0.02%	263
2023 Q2	$121K	Hold	2,000	–	–	0.02%	258
2023 Q1	$113K	Hold	2,000	–	–	0.02%	252
2022 Q4	$104K	Hold	2,000	–	–	0.02%	261
2022 Q3	$96K	Hold	2,000	–	–	0.02%	252
2022 Q2	$116K	Hold	2,000	–	–	0.02%	212
2022 Q1	$150K	Buy	+2,000	New	+$156K	0.03%	202