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Disclosery

Autus Asset Management, LLC: SSNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Autus Asset Management, LLC on SSNC, newest first. How the timeline and the estimate are built.

Autus Asset Management, LLC held 78,274 SSNC shares at 2022-12-31 per its 13F-HR filed 2023-01-24.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 78,274 shares
    Change vs previous 13F -5,405 shares

    0.73% of the 13F portfolio, value $4,075,009.

    13F-HR 0001085146-23-000307 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-09-30
    13F 83,679 shares
    Change vs previous 13F -744 shares

    0.77% of the 13F portfolio, value $3,996,000.

    13F-HR 0001085146-22-003376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-06-30
    13F 84,423 shares
    Change vs previous 13F +4,094 shares

    0.87% of the 13F portfolio, value $4,903,000.

    13F-HR 0001085146-22-002526 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-03-31
    13F 80,329 shares
    Change vs previous 13F -16,533 shares

    0.9% of the 13F portfolio, value $6,026,000.

    13F-HR 0001085146-22-001376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-12-31
    13F 96,862 shares
    Change vs previous 13F +365 shares

    0.8% of the 13F portfolio, value $7,940,000.

    13F-HR 0001085146-22-000113 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-09-30
    13F 96,497 shares
    Change vs previous 13F +3,601 shares

    0.73% of the 13F portfolio, value $6,696,000.

    13F-HR 0001085146-21-002816 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-06-30
    13F 92,896 shares
    Change vs previous 13F +186 shares

    0.73% of the 13F portfolio, value $6,695,000.

    13F-HR 0001085146-21-002008 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-03-31
    13F 92,710 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $6,479,000.

    13F-HR 0001085146-21-001191 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).