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Balasa Dinverno & Foltz’s Schneider National SNDR Stock Holding History

Balasa Dinverno & Foltz’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$216K Buy
10,639
+745
+8% +$17.3K 0.01% 318
2022
Q2 		$221K Sell
9,894
-1,189
-11% -$27.4K 0.01% 314
2022
Q1 		$283K Buy
+11,083
New +$289K 0.02% 277

Other funds holding SNDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

Balasa Dinverno & Foltz's SNDR Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Schneider National (SNDR) stake by 7.5% in Q3 2022, buying an estimated $17.3K and bringing the position to 10,639 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #318.

Balasa Dinverno & Foltz first reported a position in SNDR in Q1 2022 and has held it in 3 quarters since. The position peaked at $283K in Q1 2022. 243 funds tracked by Wall St. Rank hold SNDR as of Q3 2022.

  • Balasa Dinverno & Foltz held 10,639 shares of Schneider National worth $216K as of Q3 2022.
  • Balasa Dinverno & Foltz bought 745 Schneider National shares in Q3 2022, an estimated $17.3K.
  • Schneider National made up 0.01% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #318 holding.
  • Balasa Dinverno & Foltz first reported a position in Schneider National in Q1 2022 and has held it in 3 quarters since.
  • Balasa Dinverno & Foltz's Schneider National position peaked at $283K in Q1 2022.
  • 243 funds tracked by Wall St. Rank held Schneider National as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.