Carroll Financial Associates’s Schneider National SNDR Stock Holding History

Carroll Financial Associates’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 Q4	$1K	Hold	65	–	–	﹤0.01%	1578
2021 Q3	$1K	Hold	65	–	–	﹤0.01%	1708
2021 Q2	$1K	Hold	65	–	–	﹤0.01%	1650
2021 Q1	$1K	Hold	65	–	–	﹤0.01%	1591
2020 Q4	$1K	Hold	65	–	–	﹤0.01%	1481
2020 Q3	$1K	Hold	65	–	–	﹤0.01%	1443
2020 Q2	$1K	Hold	65	–	–	﹤0.01%	1460
2020 Q1	$1K	Hold	65	–	–	﹤0.01%	1397
2019 Q4	$1K	Hold	65	–	–	﹤0.01%	1472
2019 Q3	$1K	Hold	65	–	–	﹤0.01%	1449
2019 Q2	$1K	Buy	+65	New	+$1.26K	﹤0.01%	1506
2019 Q1	–	Sell	-270	Closed	-$5K	–	1491
2018 Q4	$5K	Buy	+270	New	+$5.79K	﹤0.01%	1040

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

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

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

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

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

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Carroll Financial Associates's SNDR Position: Q4 2021 in Review

Carroll Financial Associates held its Schneider National (SNDR) position steady in Q4 2021 at 65 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Carroll Financial Associates first reported a position in SNDR in Q4 2018 and has held it in 12 quarters since. The position peaked at $5K in Q4 2018. 234 funds tracked by Wall St. Rank hold SNDR as of Q4 2021.

Carroll Financial Associates held 65 shares of Schneider National worth $1K as of Q4 2021.
Carroll Financial Associates left its Schneider National share count unchanged in Q4 2021.
Schneider National made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1578 holding.
Carroll Financial Associates first reported a position in Schneider National in Q4 2018 and has held it in 12 quarters since.
Carroll Financial Associates's Schneider National position peaked at $5K in Q4 2018.
234 funds tracked by Wall St. Rank held Schneider National as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.