Westfield Capital Management’s SS&C Technologies SSNC Stock Holding History

Westfield Capital 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
2021 Q1	–	Sell	-741,244	Closed	-$53.9M	–	281
2020 Q4	$53.9M	Sell	741,244 -244,987	-25%	-$16.4M	0.32%	111
2020 Q3	$59.7M	Sell	986,231 -207,444	-17%	-$12.4M	0.39%	87
2020 Q2	$67.4M	Sell	1,193,675 -161,413	-12%	-$8.8M	0.46%	73
2020 Q1	$59.4M	Buy	1,355,088 +596,948	+79%	+$33.8M	0.52%	67
2019 Q4	$46.5M	Buy	758,140 +46,802	+7%	+$2.62M	0.33%	107
2019 Q3	$36.7M	Sell	711,338 -410,270	-37%	-$21M	0.29%	109
2019 Q2	$64.6M	Buy	1,121,608 +339,727	+43%	+$20.5M	0.49%	70
2019 Q1	$49.8M	Buy	781,881 +319,424	+69%	+$17.8M	0.38%	85
2018 Q4	$20.9M	Buy	+462,457	New	+$22.5M	0.18%	150

Other funds holding SSNC

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Westfield Capital Management's SSNC Position: Q1 2021 in Review

Westfield Capital Management sold out of SS&C Technologies (SSNC) in Q1 2021, closing a stake of 741,244 shares — an estimated $53.9M sold.

Westfield Capital Management first reported a position in SSNC in Q4 2018 and held it in 9 quarters. The position peaked at $67.4M in Q2 2020. 487 funds tracked by Wall St. Rank hold SSNC as of Q1 2021.

Westfield Capital Management reported no remaining SS&C Technologies position as of Q1 2021 after selling out during the quarter.
Westfield Capital Management sold 741,244 SS&C Technologies shares in Q1 2021, an estimated $53.9M.
Westfield Capital Management first reported a position in SS&C Technologies in Q4 2018 and held it in 9 quarters.
Westfield Capital Management's SS&C Technologies position peaked at $67.4M in Q2 2020.
487 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2021.

Based on Westfield Capital Management's 13F filing for Q1 2021, filed 14 May 2021.