Vontobel Holding
SSNC icon

Vontobel Holding’s SS&C Technologies SSNC Stock Holding History

Vontobel Holding’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
2025
Q3 		– Sell
-4,383
Closed -$363K – 1428
2025
Q2 		$363K Sell
4,383
-15,564
-78% -$1.22M ﹤0.01% 993
2025
Q1 		$1.67M Buy
19,947
+2,370
+13% +$196K 0.01% 481
2024
Q4 		$1.33M Buy
+17,577
New +$1.32M ﹤0.01% 522
2022
Q3 		– Sell
-11,142
Closed -$653K – 1098
2022
Q2 		$653K Buy
11,142
+7,844
+238% +$504K 0.01% 643
2022
Q1 		$250K Sell
3,298
-1,334
-29% -$104K ﹤0.01% 948
2021
Q4 		$381K Hold
4,632
– – ﹤0.01% 868
2021
Q3 		$321K Hold
4,632
– – ﹤0.01% 919
2021
Q2 		$340K Hold
4,632
– – ﹤0.01% 876
2021
Q1 		$323K Sell
4,632
-468
-9% -$31.6K ﹤0.01% 778
2020
Q4 		$351K Buy
+5,100
New +$342K ﹤0.01% 763

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Fidelity Investments
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BAM
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Boston Partners
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CCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return