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Disciplined Investments’s Schneider National SNDR Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-22
Closed -$632 – 1325
2023
Q2 		$632 Sell
22
-3
-12% -$80 ﹤0.01% 1146
2023
Q1 		$669 Buy
25
+3
+14% +$81 ﹤0.01% 1136
2022
Q4 		$515 Buy
22
+5
+29% +$117 ﹤0.01% 1186
2022
Q3 		$0 Sell
17
-2
-11% -$46 ﹤0.01% 1588
2022
Q2 		$0 Sell
19
-3
-14% -$69 ﹤0.01% 1598
2022
Q1 		$1K Buy
+22
New +$573 ﹤0.01% 1175

Other funds holding SNDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Disciplined Investments's SNDR Position: Q3 2023 in Review

Disciplined Investments sold out of Schneider National (SNDR) in Q3 2023, closing a stake of 22 shares — an estimated $632 sold.

Disciplined Investments first reported a position in SNDR in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 249 funds tracked by Wall St. Rank hold SNDR as of Q3 2023.

  • Disciplined Investments reported no remaining Schneider National position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 22 Schneider National shares in Q3 2023, an estimated $632.
  • Disciplined Investments first reported a position in Schneider National in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Schneider National position peaked at $1K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Schneider National as of Q3 2023.

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