Number of Shares
14,902.00
Current Holdings Value*
$1.38 Mil
% of Portfolio
1.93%
Total Estimate Gain
$281,857.83
% of Total Estimate Gain
22.72%

SBH SMALL CAP CORE FUND's SouthState Corp Holding Summary

As of 2025-03-31, SBH SMALL CAP CORE FUND held 14,902.00 shares of SouthState Corp(SSB), totaling $1.38 Mil. This investment constitutes 1.93% of their stock portfolio, and SBH SMALL CAP CORE FUND now holds 0.01% of the outstanding SouthState Corp(SSB) stock.

The initial trade took place in 2021Q4. And since then SBH SMALL CAP CORE FUND has made 9 purchases of SSB, at an average price of $79.30, for a total of 15,642.00 shares. In addition, there have been 4 sales at an average price of $87.46 for 740.00 shares. Based on historical transaction data and SSB's current price of $97.81, SBH SMALL CAP CORE FUND's estimated gain on his SSB holdings is $281,857.83, reflecting a 22.72% gain to date.

SBH SMALL CAP CORE FUND SSB ($97.81) Holding Chart

SBH SMALL CAP CORE 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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