Number of Shares
24,449.00
Current Holdings Value*
$2.27 Mil
% of Portfolio
1.71%
Total Estimate Gain
$703,784.55
% of Total Estimate Gain
20.00%

Penn Series Small Cap Value Fund's SouthState Corp Holding Summary

As of 2025-03-31, Penn Series Small Cap Value Fund held 24,449.00 shares of SouthState Corp(SSB), totaling $2.27 Mil. This investment constitutes 1.71% of their stock portfolio, and Penn Series Small Cap Value Fund now holds 0.02% of the outstanding SouthState Corp(SSB) stock.

The initial trade took place in 2019Q3. And since then Penn Series Small Cap Value Fund has made 9 purchases of SSB, at an average price of $70.73, for a total of 49,765.00 shares. In addition, there have been 11 sales at an average price of $72.37 for 25,316.00 shares. Based on historical transaction data and SSB's current price of $97.81, Penn Series Small Cap Value Fund's estimated gain on his SSB holdings is $703,784.55, reflecting a 20.00% gain to date.

Penn Series Small Cap Value Fund SSB ($97.81) Holding Chart

Penn Series Small 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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