Wasatch Advisors’s SouthState Bank Corp SSB Stock Holding History

Wasatch 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
2020 Q2	–	Sell	-271,422	Closed	-$15.9M	–	256
2020 Q1	$15.9M	Sell	271,422 -124,325	-31%	-$9.19M	0.17%	106
2019 Q4	$34.3M	Buy	395,747 +22,381	+6%	+$1.82M	0.28%	86
2019 Q3	$28.1M	Buy	373,366 +6,920	+2%	+$522K	0.27%	86
2019 Q2	$27M	Buy	366,446 +160,073	+78%	+$11.5M	0.26%	87
2019 Q1	$14.1M	Buy	206,373 +37,290	+22%	+$2.51M	0.15%	106
2018 Q4	$10.1M	Sell	169,083 -383,703	-69%	-$26.6M	0.14%	113
2018 Q3	$45.3M	Sell	552,786 -47,537	-8%	-$4.02M	0.52%	65
2018 Q2	$51.8M	Sell	600,323 -1,461	-0.2%	-$129K	0.62%	59
2018 Q1	$51.3M	Buy	601,784 +86,515	+17%	+$7.67M	0.66%	55
2017 Q4	$44.9M	Sell	515,269 -2,326	-0.4%	-$209K	0.6%	62
2017 Q3	$46.6M	Sell	517,595 -3,712	-0.7%	-$310K	0.63%	57
2017 Q2	$44.7M	Buy	521,307 +165,801	+47%	+$14.3M	0.62%	54
2017 Q1	$31.8M	Buy	355,506 +279	+0.1%	+$24.6K	0.47%	65
2016 Q4	$31M	Buy	355,227 +67	+0%	+$5.41K	0.47%	59
2016 Q3	$26.7M	Buy	355,160 +790	+0.2%	+$57.9K	0.4%	69
2016 Q2	$24.1M	Sell	354,370 -599	-0.2%	-$41.1K	0.37%	76
2016 Q1	$22.7M	Buy	354,969 +10,166	+3%	+$654K	0.35%	80
2015 Q4	$24.8M	Sell	344,803 -7,838	-2%	-$596K	0.34%	91
2015 Q3	$27.1M	Buy	352,641 +131,703	+60%	+$10.1M	0.36%	90
2015 Q2	$16.8M	Buy	+220,938	New	+$15.8M	0.18%	147

Other funds holding SSB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return