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Disciplined Investments’s Snap-on SNA Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-10
Closed -$2.88K – 1323
2023
Q2 		$2.88K Hold
10
– – ﹤0.01% 529
2023
Q1 		$2.47K Sell
10
-2
-17% -$488 ﹤0.01% 590
2022
Q4 		$2.74K Buy
12
+2
+20% +$452 ﹤0.01% 516
2022
Q3 		$2K Sell
10
-2
-17% -$431 ﹤0.01% 719
2022
Q2 		$2K Buy
12
+3
+33% +$639 ﹤0.01% 739
2022
Q1 		$2K Buy
+9
New +$1.9K ﹤0.01% 782

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Disciplined Investments's SNA Position: Q3 2023 in Review

Disciplined Investments sold out of Snap-on (SNA) in Q3 2023, closing a stake of 10 shares — an estimated $2.88K sold.

Disciplined Investments first reported a position in SNA in Q1 2022 and held it in 6 quarters. The position peaked at $2.88K in Q2 2023. 811 funds tracked by Wall St. Rank hold SNA as of Q3 2023.

  • Disciplined Investments reported no remaining Snap-on position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Snap-on shares in Q3 2023, an estimated $2.88K.
  • Disciplined Investments first reported a position in Snap-on in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Snap-on position peaked at $2.88K in Q2 2023.
  • 811 funds tracked by Wall St. Rank held Snap-on as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.