Claris Advisors’s Schneider National SNDR Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-6	Closed	-$171	–	981
2024 Q3	$171	Buy	+6	New	+$159	﹤0.01%	1008

Other funds holding SNDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Claris Advisors's SNDR Position: Q4 2024 in Review

Claris Advisors sold out of Schneider National (SNDR) in Q4 2024, closing a stake of 6 shares — an estimated $171 sold.

Claris Advisors first reported a position in SNDR in Q3 2024 and held it in 1 quarter. The position peaked at $171 in Q3 2024. 266 funds tracked by Wall St. Rank hold SNDR as of Q4 2024.

Claris Advisors reported no remaining Schneider National position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 6 Schneider National shares in Q4 2024, an estimated $171.
Claris Advisors first reported a position in Schneider National in Q3 2024 and held it in 1 quarter.
Claris Advisors's Schneider National position peaked at $171 in Q3 2024.
266 funds tracked by Wall St. Rank held Schneider National as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.