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Bowling Portfolio Management’s StoneX SNEX Stock Holding History

Bowling Portfolio Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-27,500
Closed -$278K – 346
2020
Q3 		$278K Buy
+27,500
New +$301K 0.06% 295
2017
Q1 		– Sell
-73,594
Closed -$576K – 369
2016
Q4 		$576K Buy
+73,594
New +$571K 0.09% 214

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Bowling Portfolio Management's SNEX Position: Q4 2020 in Review

Bowling Portfolio Management sold out of StoneX (SNEX) in Q4 2020, closing a stake of 27,500 shares — an estimated $278K sold.

Bowling Portfolio Management first reported a position in SNEX in Q4 2016 and held it in 2 quarters. The position peaked at $576K in Q4 2016. 155 funds tracked by Wall St. Rank hold SNEX as of Q4 2020.

  • Bowling Portfolio Management reported no remaining StoneX position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 27,500 StoneX shares in Q4 2020, an estimated $278K.
  • Bowling Portfolio Management first reported a position in StoneX in Q4 2016 and held it in 2 quarters.
  • Bowling Portfolio Management's StoneX position peaked at $576K in Q4 2016.
  • 155 funds tracked by Wall St. Rank held StoneX as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.