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Buckingham Strategic Wealth’s Snap-on SNA Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$1.24M Buy
4,732
+45
+1% +$12.4K 0.01% 302
2024
Q1 		$1.39M Buy
4,687
+684
+17% +$194K 0.01% 283
2023
Q4 		$1.16M Buy
+4,003
New +$1.08M 0.01% 305

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Buckingham Strategic Wealth's SNA Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Snap-on (SNA) stake by 0.96% in Q2 2024, buying an estimated $12.4K and bringing the position to 4,732 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #302.

Buckingham Strategic Wealth first reported a position in SNA in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.39M in Q1 2024. 867 funds tracked by Wall St. Rank hold SNA as of Q2 2024.

  • Buckingham Strategic Wealth held 4,732 shares of Snap-on worth $1.24M as of Q2 2024.
  • Buckingham Strategic Wealth bought 45 Snap-on shares in Q2 2024, an estimated $12.4K.
  • Snap-on made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #302 holding.
  • Buckingham Strategic Wealth first reported a position in Snap-on in Q4 2023 and has held it in 3 quarters since.
  • Buckingham Strategic Wealth's Snap-on position peaked at $1.39M in Q1 2024.
  • 867 funds tracked by Wall St. Rank held Snap-on as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.