Yorktown Management & Research Company’s SS&C Technologies SSNC Stock Holding History

Yorktown Management & Research Company’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 Q1	–	Sell	-5,100	Closed	-$266K	–	212
2022 Q4	$266K	Hold	5,100	–	–	0.32%	155
2022 Q3	$244K	Hold	5,100	–	–	0.32%	145
2022 Q2	$296K	Hold	5,100	–	–	0.38%	116
2022 Q1	$383K	Hold	5,100	–	–	0.32%	126
2021 Q4	$418K	Hold	5,100	–	–	0.28%	147
2021 Q3	$354K	Hold	5,100	–	–	0.27%	157
2021 Q2	$368K	Hold	5,100	–	–	0.29%	149
2021 Q1	$356K	Hold	5,100	–	–	0.3%	122
2020 Q4	$371K	Hold	5,100	–	–	0.33%	148
2020 Q3	$309K	Hold	5,100	–	–	0.29%	190
2020 Q2	$288K	Buy	+5,100	New	+$278K	0.26%	205

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

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

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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

BAM

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

Yorktown Management & Research Company's SSNC Position: Q1 2023 in Review

Yorktown Management & Research Company sold out of SS&C Technologies (SSNC) in Q1 2023, closing a stake of 5,100 shares — an estimated $266K sold.

Yorktown Management & Research Company first reported a position in SSNC in Q2 2020 and held it in 11 quarters. The position peaked at $418K in Q4 2021. 533 funds tracked by Wall St. Rank hold SSNC as of Q1 2023.

Yorktown Management & Research Company reported no remaining SS&C Technologies position as of Q1 2023 after selling out during the quarter.
Yorktown Management & Research Company sold 5,100 SS&C Technologies shares in Q1 2023, an estimated $266K.
Yorktown Management & Research Company first reported a position in SS&C Technologies in Q2 2020 and held it in 11 quarters.
Yorktown Management & Research Company's SS&C Technologies position peaked at $418K in Q4 2021.
533 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2023.

Based on Yorktown Management & Research Company's 13F filing for Q1 2023, filed 21 Apr 2023.