WEC
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Winslow Evans & Crocker’s SS&C Technologies SSNC Stock Holding History

Winslow Evans & Crocker’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
2020
Q1 		– Sell
-84
Closed -$6K – 1168
2019
Q4 		$6K Hold
84
– – ﹤0.01% 954
2019
Q3 		$6K Hold
84
– – ﹤0.01% 940
2019
Q2 		$6K Sell
84
-2,650
-97% -$160K ﹤0.01% 954
2019
Q1 		$176K Sell
2,734
-1,766
-39% -$98.2K 0.05% 294
2018
Q4 		$204K Sell
4,500
-500
-10% -$24.3K 0.07% 264
2018
Q3 		$286K Buy
+5,000
New +$277K 0.09% 223

Other funds holding SSNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Winslow Evans & Crocker's SSNC Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of SS&C Technologies (SSNC) in Q1 2020, closing a stake of 84 shares — an estimated $6K sold.

Winslow Evans & Crocker first reported a position in SSNC in Q3 2018 and held it in 6 quarters. The position peaked at $286K in Q3 2018. 431 funds tracked by Wall St. Rank hold SSNC as of Q1 2020.

  • Winslow Evans & Crocker reported no remaining SS&C Technologies position as of Q1 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 84 SS&C Technologies shares in Q1 2020, an estimated $6K.
  • Winslow Evans & Crocker first reported a position in SS&C Technologies in Q3 2018 and held it in 6 quarters.
  • Winslow Evans & Crocker's SS&C Technologies position peaked at $286K in Q3 2018.
  • 431 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.