Bowling Portfolio Management’s Schneider National SNDR Stock Holding History

Bowling Portfolio 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
2022 Q3	$1.27M	Sell	62,583 -5,632	-8%	-$131K	0.35%	114
2022 Q2	$1.53M	Buy	68,215 +3,915	+6%	+$90.3K	0.38%	88
2022 Q1	$1.64M	Buy	+64,300	New	+$1.67M	0.35%	101
2021 Q1	–	Sell	-33,375	Closed	-$691K	–	249
2020 Q4	$691K	Sell	33,375 -4,313	-11%	-$96.4K	0.16%	185
2020 Q3	$932K	Buy	+37,688	New	+$973K	0.21%	143

Other funds holding SNDR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Bowling Portfolio Management's SNDR Position: Q3 2022 in Review

Bowling Portfolio Management reduced its Schneider National (SNDR) stake by 8.3% in Q3 2022, selling an estimated $131K and leaving 62,583 shares worth $1.27M. The position accounts for 0.35% of the portfolio, ranked #114.

Bowling Portfolio Management first reported a position in SNDR in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.64M in Q1 2022. 244 funds tracked by Wall St. Rank hold SNDR as of Q3 2022.

Bowling Portfolio Management held 62,583 shares of Schneider National worth $1.27M as of Q3 2022.
Bowling Portfolio Management sold 5,632 Schneider National shares in Q3 2022, an estimated $131K.
Schneider National made up 0.35% of Bowling Portfolio Management's portfolio in Q3 2022, its #114 holding.
Bowling Portfolio Management first reported a position in Schneider National in Q3 2020 and has held it in 5 quarters since.
Bowling Portfolio Management's Schneider National position peaked at $1.64M in Q1 2022.
244 funds tracked by Wall St. Rank held Schneider National as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.