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Belpointe Asset Management’s Schneider National SNDR Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-1,252
Closed -$33.5K – 2950
2023
Q1 		$33.5K Buy
1,252
+43
+4% +$1.16K ﹤0.01% 1978
2022
Q4 		$28.3K Buy
+1,209
New +$28.3K ﹤0.01% 1948

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Belpointe Asset Management's SNDR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Schneider National (SNDR) in Q2 2023, closing a stake of 1,252 shares — an estimated $33.5K sold.

Belpointe Asset Management first reported a position in SNDR in Q4 2022 and held it in 2 quarters. The position peaked at $33.5K in Q1 2023. 232 funds tracked by Wall St. Rank hold SNDR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Schneider National position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,252 Schneider National shares in Q2 2023, an estimated $33.5K.
  • Belpointe Asset Management first reported a position in Schneider National in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Schneider National position peaked at $33.5K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held Schneider National as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.