Cary Street Partners Investment Advisory’s Schneider National SNDR Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-460	Closed	-$12.7K	–	1640
2023 Q3	$12.7K	Hold	460	–	–	﹤0.01%	1231
2023 Q2	$13.2K	Hold	460	–	–	﹤0.01%	1168
2023 Q1	$12.3K	Buy	460 +35	+8%	+$943	﹤0.01%	1096
2022 Q4	$9.95K	Buy	+425	New	+$9.94K	﹤0.01%	1154
2020 Q4	–	Sell	-750	Closed	-$19K	–	783
2020 Q3	$19K	Buy	+750	New	+$19.4K	﹤0.01%	666

Other funds holding SNDR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cary Street Partners Investment Advisory's SNDR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Schneider National (SNDR) in Q4 2023, closing a stake of 460 shares — an estimated $12.7K sold.

Cary Street Partners Investment Advisory first reported a position in SNDR in Q3 2020 and held it in 5 quarters. The position peaked at $19K in Q3 2020. 243 funds tracked by Wall St. Rank hold SNDR as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Schneider National position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 460 Schneider National shares in Q4 2023, an estimated $12.7K.
Cary Street Partners Investment Advisory first reported a position in Schneider National in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Schneider National position peaked at $19K in Q3 2020.
243 funds tracked by Wall St. Rank held Schneider National as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.