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Birchcreek Wealth Management’s Snap-on SNA Stock Holding History

Birchcreek Wealth 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
2021
Q1 		– Sell
-480
Closed -$82K – 258
2020
Q4 		$82K Buy
+480
New +$80.2K 0.08% 164

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Birchcreek Wealth Management's SNA Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Snap-on (SNA) in Q1 2021, closing a stake of 480 shares — an estimated $82K sold.

Birchcreek Wealth Management first reported a position in SNA in Q4 2020 and held it in 1 quarter. The position peaked at $82K in Q4 2020. 656 funds tracked by Wall St. Rank hold SNA as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Snap-on position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 480 Snap-on shares in Q1 2021, an estimated $82K.
  • Birchcreek Wealth Management first reported a position in Snap-on in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Snap-on position peaked at $82K in Q4 2020.
  • 656 funds tracked by Wall St. Rank held Snap-on as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.