Norris Perne boosts SS&C stake 247 percent in third quarter

27 sourcesUpdated Oct 25, 20261 min read

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Norris Perne boosts SS&C stake 247 percent in third quarter — © IJR

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Norris Perne & French LLP MI made several notable portfolio changes in the third quarter, sharply increasing its holdings in SS&C Technologies and Sherwin-Williams while establishing new positions in the iShares 1-3 Year Treasury Bond ETF, iShares Russell 3000 ETF and iShares Core S&P Mid-Cap ETF. The fund’s SS&C stake rose 247% to about 267,000 shares, and its Sherwin-Williams holdings increased 194.5% to about 102,000 shares. Its new ETF positions included 23,378 SHY shares, 22,141 IWV shares and 252,824 IJH shares.

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