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UBS’s SouthState Bank Corp SSB Stock Holding History

UBS’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
2014
Q3 		$121K Buy
+2,157
New +$127K ﹤0.01% 5766
2014
Q2 		– Sell
-2,565
Closed -$161K – 10787
2014
Q1 		$161K Sell
2,565
-1,883
-42% -$117K ﹤0.01% 5443
2013
Q4 		$296K Buy
4,448
+1,066
+32% +$65.2K ﹤0.01% 4868
2013
Q3 		$187K Buy
+3,382
New +$185K ﹤0.01% 5256

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's SSB Position: Q3 2014 in Review

UBS opened a new position in SouthState Bank Corp (SSB) in Q3 2014: 2,157 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #5766 among its holdings. This is a return to the name: UBS previously reported a position in SSB as recently as Q1 2014.

UBS first reported a position in SSB in Q3 2013 and has held it in 4 quarters since. The position peaked at $296K in Q4 2013. 134 funds tracked by Wall St. Rank hold SSB as of Q3 2014.

  • UBS held 2,157 shares of SouthState Bank Corp worth $121K as of Q3 2014.
  • SouthState Bank Corp was a new UBS position in Q3 2014.
  • SouthState Bank Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5766 holding.
  • UBS first reported a position in SouthState Bank Corp in Q3 2013 and has held it in 4 quarters since.
  • UBS's SouthState Bank Corp position peaked at $296K in Q4 2013.
  • 134 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.