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

Triad Investment Management’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 		$3.42M Buy
53,204
+1,192
+2% +$74K 4.16% 10
2023
Q4 		$3.18M Buy
52,012
+769
+2% +$42K 4.17% 7
2023
Q3 		$2.69M Buy
51,243
+541
+1% +$30.9K 3.93% 7
2023
Q2 		$3.07M Buy
50,702
+173
+0.3% +$9.84K 4.27% 7
2023
Q1 		$2.85M Buy
50,529
+2,618
+5% +$151K 4.15% 5
2022
Q4 		$2.49M Buy
47,911
+2,190
+5% +$111K 3.9% 6
2022
Q3 		$2.18M Buy
45,721
+3,865
+9% +$223K 3.79% 7
2022
Q2 		$2.43M Sell
41,856
-11,138
-21% -$716K 3.6% 8
2022
Q1 		$3.98M Buy
52,994
+721
+1% +$56.4K 3.76% 6
2021
Q4 		$4.29M Buy
+52,273
New +$4.02M 3.89% 6
2020
Q4 		$2.54M Buy
34,971
+2,839
+9% +$190K 2.82% 16
2020
Q3 		$1.95M Sell
32,132
-143
-0.4% -$8.56K 2.76% 17
2020
Q2 		$1.82M Sell
32,275
-12,823
-28% -$699K 2.47% 22
2020
Q1 		$1.98M Sell
45,098
-2,321
-5% -$131K 3.43% 13
2019
Q4 		$2.91M Sell
47,419
-1,919
-4% -$108K 2.82% 18
2019
Q3 		$2.54M Buy
+49,338
New +$2.52M 2.77% 17

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T 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

Triad Investment Management's SSNC Position: Q1 2024 in Review

Triad Investment Management increased its SS&C Technologies (SSNC) stake by 2.3% in Q1 2024, buying an estimated $74K and bringing the position to 53,204 shares worth $3.42M. The position accounts for 4.16% of the portfolio, ranked #10.

Triad Investment Management first reported a position in SSNC in Q3 2019 and has held it in 16 quarters since. The position peaked at $4.29M in Q4 2021. 573 funds tracked by Wall St. Rank hold SSNC as of Q1 2024.

  • Triad Investment Management held 53,204 shares of SS&C Technologies worth $3.42M as of Q1 2024.
  • Triad Investment Management bought 1,192 SS&C Technologies shares in Q1 2024, an estimated $74K.
  • SS&C Technologies made up 4.16% of Triad Investment Management's portfolio in Q1 2024, its #10 holding.
  • Triad Investment Management first reported a position in SS&C Technologies in Q3 2019 and has held it in 16 quarters since.
  • Triad Investment Management's SS&C Technologies position peaked at $4.29M in Q4 2021.
  • 573 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2024.

Based on Triad Investment Management's 13F filing for Q1 2024, filed 12 Apr 2024.