Number of Shares
96,527.00
Current Holdings Value*
$8.96 Mil
% of Portfolio
1.43%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
12.06%

OPTIMUM SMALL-MID CAP VALUE FUND's SouthState Corp Holding Summary

As of 2025-03-31, OPTIMUM FUND TRUST held 96,527.00 shares of SouthState Corp(SSB), totaling $8.96 Mil. This investment constitutes 1.43% of their stock portfolio, and OPTIMUM FUND TRUST now holds 0.1% of the outstanding SouthState Corp(SSB) stock.

The initial trade took place in 2020Q1. And since then OPTIMUM SMALL-MID CAP VALUE FUND has made 6 purchases of SSB, at an average price of $73.13, for a total of 220,624.00 shares. In addition, there have been 2 sales at an average price of $69.61 for 124,097.00 shares. Based on historical transaction data and SSB's current price of $97.81, OPTIMUM SMALL-MID CAP VALUE FUND's estimated gain on his SSB holdings is $1.95 Mil, reflecting a 12.06% gain to date.

OPTIMUM SMALL-MID CAP VALUE FUND SSB ($97.81) Holding Chart

OPTIMUM SMALL-MID CAP VALUE FUND SSB ($97.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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