CWM
SNA icon

Chesapeake Wealth Management’s Snap-on SNA Stock Holding History

Chesapeake Wealth Management’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
2021
Q4 		– Sell
-2,996
Closed -$626K – 206
2021
Q3 		$626K Buy
2,996
+190
+7% +$42.1K 0.22% 103
2021
Q2 		$627K Buy
2,806
+988
+54% +$236K 0.2% 110
2021
Q1 		$419K Buy
+1,818
New +$358K 0.14% 143

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Chesapeake Wealth Management's SNA Position: Q4 2021 in Review

Chesapeake Wealth Management sold out of Snap-on (SNA) in Q4 2021, closing a stake of 2,996 shares — an estimated $626K sold.

Chesapeake Wealth Management first reported a position in SNA in Q1 2021 and held it in 3 quarters. The position peaked at $627K in Q2 2021. 722 funds tracked by Wall St. Rank hold SNA as of Q4 2021.

  • Chesapeake Wealth Management reported no remaining Snap-on position as of Q4 2021 after selling out during the quarter.
  • Chesapeake Wealth Management sold 2,996 Snap-on shares in Q4 2021, an estimated $626K.
  • Chesapeake Wealth Management first reported a position in Snap-on in Q1 2021 and held it in 3 quarters.
  • Chesapeake Wealth Management's Snap-on position peaked at $627K in Q2 2021.
  • 722 funds tracked by Wall St. Rank held Snap-on as of Q4 2021.

Based on Chesapeake Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.