Wright Investors Service’s SS&C Technologies SSNC Stock Holding History

Wright Investors Service’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
2023 Q3	–	Sell	-9,356	Closed	-$567K	–	156
2023 Q2	$567K	Sell	9,356 -610	-6%	-$34.7K	0.16%	120
2023 Q1	$563K	Sell	9,966 -2,391	-19%	-$138K	0.16%	128
2022 Q4	$643K	Hold	12,357	–	–	0.18%	116
2022 Q3	$590K	Buy	12,357 +4	+0%	+$230	0.19%	114
2022 Q2	$717K	Buy	+12,353	New	+$794K	0.2%	109
2020 Q4	–	Sell	-9,951	Closed	-$602K	–	163
2020 Q3	$602K	Buy	9,951 +5,074	+104%	+$304K	0.21%	100
2020 Q2	$275K	Buy	+4,877	New	+$266K	0.11%	135

Other funds holding SSNC

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Wright Investors Service's SSNC Position: Q3 2023 in Review

Wright Investors Service sold out of SS&C Technologies (SSNC) in Q3 2023, closing a stake of 9,356 shares — an estimated $567K sold.

Wright Investors Service first reported a position in SSNC in Q2 2020 and held it in 7 quarters. The position peaked at $717K in Q2 2022. 530 funds tracked by Wall St. Rank hold SSNC as of Q3 2023.

Wright Investors Service reported no remaining SS&C Technologies position as of Q3 2023 after selling out during the quarter.
Wright Investors Service sold 9,356 SS&C Technologies shares in Q3 2023, an estimated $567K.
Wright Investors Service first reported a position in SS&C Technologies in Q2 2020 and held it in 7 quarters.
Wright Investors Service's SS&C Technologies position peaked at $717K in Q2 2022.
530 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2023.

Based on Wright Investors Service's 13F filing for Q3 2023, filed 31 Oct 2023.