Berman Capital Advisors’s Schneider National SNDR Stock Holding History

Berman Capital Advisors’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
2021 Q3	$59K	Buy	2,639 +2,530	+2,321%	+$55.9K	0.01%	611
2021 Q2	$2K	Hold	109	–	–	﹤0.01%	1631
2021 Q1	$2K	Hold	109	–	–	﹤0.01%	1548
2020 Q4	$2K	Hold	109	–	–	﹤0.01%	1439
2020 Q3	$2K	Sell	109 -32	-23%	-$826	﹤0.01%	1338
2020 Q2	$2K	Hold	141	–	–	﹤0.01%	1318
2020 Q1	$2K	Buy	141 +25	+22%	+$518	﹤0.01%	1180
2019 Q4	$2K	Hold	116	–	–	﹤0.01%	1241
2019 Q3	$2K	Buy	+116	New	+$2.28K	﹤0.01%	1225
2019 Q1	–	Sell	-16,295	Closed	-$304K	–	1469
2018 Q4	$304K	Buy	+16,295	New	+$349K	0.12%	78

Other funds holding SNDR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Berman Capital Advisors increased its Schneider National (SNDR) stake by 2,321% in Q3 2021, buying an estimated $55.9K and bringing the position to 2,639 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #611.

Berman Capital Advisors first reported a position in SNDR in Q4 2018 and has held it in 10 quarters since. The position peaked at $304K in Q4 2018. 205 funds tracked by Wall St. Rank hold SNDR as of Q3 2021.

Berman Capital Advisors held 2,639 shares of Schneider National worth $59K as of Q3 2021.
Berman Capital Advisors bought 2,530 Schneider National shares in Q3 2021, an estimated $55.9K.
Schneider National made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #611 holding.
Berman Capital Advisors first reported a position in Schneider National in Q4 2018 and has held it in 10 quarters since.
Berman Capital Advisors's Schneider National position peaked at $304K in Q4 2018.
205 funds tracked by Wall St. Rank held Schneider National as of Q3 2021.

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