Alethea Capital Management’s Snap-on SNA Stock Holding History

Alethea Capital Management’s Portfolio SNA Stock Details SNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,381	Closed	-$400K	–	49
2024 Q3	$400K	Buy	+1,381	New	+$381K	0.29%	19

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alethea Capital Management's SNA Position: Q4 2024 in Review

Alethea Capital Management sold out of Snap-on (SNA) in Q4 2024, closing a stake of 1,381 shares — an estimated $400K sold.

Alethea Capital Management first reported a position in SNA in Q3 2024 and held it in 1 quarter. The position peaked at $400K in Q3 2024. 948 funds tracked by Wall St. Rank hold SNA as of Q4 2024.

Alethea Capital Management reported no remaining Snap-on position as of Q4 2024 after selling out during the quarter.
Alethea Capital Management sold 1,381 Snap-on shares in Q4 2024, an estimated $400K.
Alethea Capital Management first reported a position in Snap-on in Q3 2024 and held it in 1 quarter.
Alethea Capital Management's Snap-on position peaked at $400K in Q3 2024.
948 funds tracked by Wall St. Rank held Snap-on as of Q4 2024.

Based on Alethea Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.