Cresset Asset Management’s Schneider National SNDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-40,120
| Closed | -$1.15M | – | 2035 |
|
|
2024
Q3 | $1.15M | Buy |
40,120
+3,325
| +9% | +$95.2K | ﹤0.01% | 1068 |
|
|
2024
Q2 | $892K | Buy |
36,795
+13,267
| +56% | +$322K | ﹤0.01% | 1097 |
|
|
2024
Q1 | $534K | Buy |
23,528
+13,635
| +138% | +$310K | ﹤0.01% | 1295 |
|
|
2023
Q4 | $252K | Sell |
9,893
-6,217
| -39% | -$159K | ﹤0.01% | 1555 |
|
|
2023
Q3 | $447K | Buy |
16,110
+2,923
| +22% | +$81.2K | ﹤0.01% | 1210 |
|
|
2023
Q2 | $380K | Buy |
+13,187
| New | +$380K | ﹤0.01% | 1274 |
|
|
2021
Q4 | – | Sell |
-21,243
| Closed | -$485K | – | 1284 |
|
|
2021
Q3 | $485K | Buy |
21,243
+10,690
| +101% | +$244K | 0.01% | 638 |
|
|
2021
Q2 | $231K | Hold |
10,553
| – | – | ﹤0.01% | 892 |
|
|
2021
Q1 | $265K | Hold |
10,553
| – | – | ﹤0.01% | 733 |
|
|
2020
Q4 | $219K | Buy |
10,553
+581
| +6% | +$12.1K | ﹤0.01% | 678 |
|
|
2020
Q3 | $247K | Sell |
9,972
-107
| -1% | -$2.65K | ﹤0.01% | 569 |
|
|
2020
Q2 | $249K | Buy |
+10,079
| New | +$249K | 0.01% | 530 |
|
|
2019
Q2 | – | Sell |
-2,299
| Closed | -$49K | – | 1497 |
|
|
2019
Q1 | $49K | Buy |
2,299
+110
| +5% | +$2.34K | ﹤0.01% | 791 |
|
|
2018
Q4 | $41K | Buy |
+2,189
| New | +$41K | ﹤0.01% | 542 |
|