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True North Advisors’s SouthState Bank Corp SSB Stock Holding History

True North Advisors’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
Q1 		– Sell
-3,137
Closed -$265K – 216
2023
Q4 		$265K Hold
3,137
– – 0.07% 147
2023
Q3 		$211K Hold
3,137
– – 0.07% 185
2023
Q2 		$206K Hold
3,137
– – 0.06% 195
2023
Q1 		$224K Hold
3,137
– – 0.07% 176
2022
Q4 		$240K Hold
3,137
– – 0.08% 154
2022
Q3 		$248K Hold
3,137
– – 0.08% 156
2022
Q2 		$242K Hold
3,137
– – 0.08% 167
2022
Q1 		$255K Buy
+3,137
New +$270K 0.07% 167

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True North Advisors's SSB Position: Q1 2024 in Review

True North Advisors sold out of SouthState Bank Corp (SSB) in Q1 2024, closing a stake of 3,137 shares — an estimated $265K sold.

True North Advisors first reported a position in SSB in Q1 2022 and held it in 8 quarters. The position peaked at $265K in Q4 2023. 365 funds tracked by Wall St. Rank hold SSB as of Q1 2024.

  • True North Advisors reported no remaining SouthState Bank Corp position as of Q1 2024 after selling out during the quarter.
  • True North Advisors sold 3,137 SouthState Bank Corp shares in Q1 2024, an estimated $265K.
  • True North Advisors first reported a position in SouthState Bank Corp in Q1 2022 and held it in 8 quarters.
  • True North Advisors's SouthState Bank Corp position peaked at $265K in Q4 2023.
  • 365 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2024.

Based on True North Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.