Skip to content
User

Robert Olstein

Olstein Capital Management

Robert Olstein SS&C Technologies Holdings Inc stake

total: 342

Olstein Capital Management SSNC trades

Total transactions:
18
New positions:
1
Sold out:
1
Added:
7
Reduced:
9
Held since:
2020 Q3
Held for:
23 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Robert Olstein doesn't hold any SS&C Technologies Holdings Inc (SSNC) shares. To date, the estimated cost basis is nearly $63.26 for "buy" trades and estimated average "sell" price is $71.85. Olstein Capital Management first purchased SSNC in 2020 Q3, initially acquiring 71,000 shares. Since the initial investment in SS&C Technologies Holdings Inc (SSNC), Olstein Capital Management has made 17 more transactions.

When did Robert Olstein sell SS&C Technologies Holdings Inc (SSNC)?

Robert Olstein sold off the entire SS&C Technologies Holdings Inc (SSNC) position in 2026 Q2.

When did Robert Olstein buy SS&C Technologies Holdings Inc (SSNC)?

Robert Olstein first invested in SS&C Technologies Holdings Inc (SSNC) in 2020 Q3 at the reported quarter-end price of $60.52 per share.

What's the cost basis of Olstein Capital Management's SSNC stake?

The estimated cost basis for SS&C Technologies Holdings Inc (SSNC) stake is around $63.26 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$63.26
Weighted AVG sell price:
$71.84

Robert Olstein's historical trades in SS&C Technologies Holdings Inc

18 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.00%
0
$67.57
-100% (-105,000)
-1.55%
2026 Q1
1.55%
105,000
$67.57
$7,095,000
+90.91% (+50,000)
+0.74%
2025 Q3
0.92%
55,000
$88.76
$4,882,000
-15.38% (-10,000)
-0.17%
2025 Q2
1.01%
65,000
$82.80
$5,382,000
+2.72% (+1,719)
+0.03%
2025 Q1
0.97%
63,281
$83.53
$5,286,000
-35.43% (-34,719)
-0.51%
2024 Q4
1.31%
98,000
$75.78
$7,426,000
-3.92% (-4,000)
-0.05%
2024 Q3
1.29%
102,000
$74.21
$7,569,000
-27.66% (-39,000)
-0.51%
2024 Q2
1.57%
141,000
$62.67
$8,836,000
-9.31% (-14,483)
-0.15%
2024 Q1
1.64%
155,483
$64.37
$10,008,000
-1.59% (-2,517)
-0.03%
2023 Q1
1.40%
158,000
$56.47
$8,922,000
-8.67% (-15,000)
-0.13%
2022 Q4
1.41%
$52.06
+2.37% (+4,000)
2022 Q3
1.35%
$47.75
+5.62% (+9,000)
2022 Q2
1.39%
$58.07
+41.59% (+47,000)
2022 Q1
1.06%
$75.02
-1.74% (-2,000)
2021 Q4
1.12%
$81.98
-10.85% (-14,000)
2021 Q3
1.10%
$69.40
+18.35% (+20,000)
2021 Q1
1.06%
$69.87
+53.52% (+38,000)
2020 Q3
0.78%
$60.52
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.