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Doyle Wealth Management’s Snap-on SNA Stock Holding History

Doyle Wealth 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
2022
Q3 		$1.06M Buy
5,280
+11
+0.2% +$2.37K 0.09% 99
2022
Q2 		$1.04M Sell
5,269
-103
-2% -$21.9K 0.08% 105
2022
Q1 		$1.1M Buy
5,372
+192
+4% +$40.5K 0.08% 110
2021
Q4 		$1.12M Buy
5,180
+132
+3% +$28.2K 0.08% 106
2021
Q3 		$1.05M Buy
5,048
+14
+0.3% +$3.1K 0.08% 105
2021
Q2 		$1.13M Buy
5,034
+13
+0.3% +$3.11K 0.09% 102
2021
Q1 		$1.16M Buy
5,021
+15
+0.3% +$2.95K 0.11% 99
2020
Q4 		$857K Buy
5,006
+1,217
+32% +$203K 0.09% 110
2020
Q3 		$558K Buy
3,789
+18
+0.5% +$2.61K 0.06% 121
2020
Q2 		$522K Buy
3,771
+19
+0.5% +$2.41K 0.07% 113
2020
Q1 		$408K Buy
3,752
+20
+0.5% +$2.95K 0.06% 116
2019
Q4 		$632K Buy
3,732
+16
+0.4% +$2.61K 0.08% 109
2019
Q3 		$582K Buy
3,716
+14
+0.4% +$2.15K 0.08% 108
2019
Q2 		$613K Buy
3,702
+14
+0.4% +$2.28K 0.08% 100
2019
Q1 		$621K Sell
3,688
-1,005
-21% -$160K 0.09% 96
2018
Q4 		$682K Sell
4,693
-181
-4% -$28.6K 0.12% 80
2018
Q3 		$895K Buy
4,874
+13
+0.3% +$2.27K 0.14% 76
2018
Q2 		$781K Sell
4,861
-777
-14% -$118K 0.13% 83
2018
Q1 		$832K Buy
5,638
+1,616
+40% +$266K 0.14% 74
2017
Q4 		$701K Buy
4,022
+13
+0.3% +$2.1K 0.12% 80
2017
Q3 		$597K Buy
4,009
+13
+0.3% +$1.95K 0.1% 81
2017
Q2 		$631K Buy
3,996
+13
+0.3% +$2.13K 0.12% 76
2017
Q1 		$672K Buy
+3,983
New +$685K 0.14% 69

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Doyle Wealth Management's SNA Position: Q3 2022 in Review

Doyle Wealth Management increased its Snap-on (SNA) stake by 0.21% in Q3 2022, buying an estimated $2.37K and bringing the position to 5,280 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #99.

Doyle Wealth Management first reported a position in SNA in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.16M in Q1 2021. 708 funds tracked by Wall St. Rank hold SNA as of Q3 2022.

  • Doyle Wealth Management held 5,280 shares of Snap-on worth $1.06M as of Q3 2022.
  • Doyle Wealth Management bought 11 Snap-on shares in Q3 2022, an estimated $2.37K.
  • Snap-on made up 0.09% of Doyle Wealth Management's portfolio in Q3 2022, its #99 holding.
  • Doyle Wealth Management first reported a position in Snap-on in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Snap-on position peaked at $1.16M in Q1 2021.
  • 708 funds tracked by Wall St. Rank held Snap-on as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.