Crestone Asset Management’s Snap-on SNA Stock Holding History

Crestone Asset 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
2023 Q4	–	Sell	-936	Closed	-$239K	–	126
2023 Q3	$239K	Buy	+936	New	+$253K	0.06%	96

Other funds holding SNA

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Crestone Asset Management's SNA Position: Q4 2023 in Review

Crestone Asset Management sold out of Snap-on (SNA) in Q4 2023, closing a stake of 936 shares — an estimated $239K sold.

Crestone Asset Management first reported a position in SNA in Q3 2023 and held it in 1 quarter. The position peaked at $239K in Q3 2023. 862 funds tracked by Wall St. Rank hold SNA as of Q4 2023.

Crestone Asset Management reported no remaining Snap-on position as of Q4 2023 after selling out during the quarter.
Crestone Asset Management sold 936 Snap-on shares in Q4 2023, an estimated $239K.
Crestone Asset Management first reported a position in Snap-on in Q3 2023 and held it in 1 quarter.
Crestone Asset Management's Snap-on position peaked at $239K in Q3 2023.
862 funds tracked by Wall St. Rank held Snap-on as of Q4 2023.

Based on Crestone Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.