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Berman Capital Advisors’s Snap-on SNA Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$22K Buy
109
+54
+98% +$12K ﹤0.01% 952
2021
Q2 		$12K Buy
55
+15
+38% +$3.59K ﹤0.01% 1092
2021
Q1 		$9K Hold
40
– – ﹤0.01% 1076
2020
Q4 		$6K Buy
40
+13
+48% +$2.17K ﹤0.01% 1101
2020
Q3 		$3K Hold
27
– – ﹤0.01% 1218
2020
Q2 		$3K Sell
27
-12
-31% -$1.52K ﹤0.01% 1178
2020
Q1 		$3K Buy
39
+12
+44% +$1.77K ﹤0.01% 1064
2019
Q4 		$4K Hold
27
– – ﹤0.01% 1044
2019
Q3 		$4K Sell
27
-39
-59% -$5.99K ﹤0.01% 1023
2019
Q2 		$10K Buy
66
+64
+3,200% +$10.4K ﹤0.01% 736
2019
Q1 		$0 Hold
2
– – ﹤0.01% 1468
2018
Q4 		$0 Buy
+2
New +$316 ﹤0.01% 1251

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berman Capital Advisors's SNA Position: Q3 2021 in Review

Berman Capital Advisors increased its Snap-on (SNA) stake by 98% in Q3 2021, buying an estimated $12K and bringing the position to 109 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Berman Capital Advisors first reported a position in SNA in Q4 2018 and has held it in 12 quarters since. 685 funds tracked by Wall St. Rank hold SNA as of Q3 2021.

  • Berman Capital Advisors held 109 shares of Snap-on worth $22K as of Q3 2021.
  • Berman Capital Advisors bought 54 Snap-on shares in Q3 2021, an estimated $12K.
  • Snap-on made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #952 holding.
  • Berman Capital Advisors first reported a position in Snap-on in Q4 2018 and has held it in 12 quarters since.
  • 685 funds tracked by Wall St. Rank held Snap-on as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.