Eagle Asset Management’s StoneX SNEX Stock Holding History

Eagle Asset Management’s Portfolio SNEX Stock Details SNEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$7.85M	Buy	181,429 +20,052	+12%	+$709K	0.04%	338
2024 Q2	$5.38M	Buy	161,377 +80,019	+98%	+$2.56M	0.03%	383
2024 Q1	$2.5M	Sell	81,358 -497	-0.6%	-$14.9K	0.01%	457
2023 Q4	$2.69M	Sell	81,855 -121,347	-60%	-$3.46M	0.01%	430
2023 Q3	$5.84M	Buy	203,202 +43,109	+27%	+$1.19M	0.03%	333
2023 Q2	$3.94M	Buy	160,093 +24,793	+18%	+$664K	0.02%	383
2023 Q1	$4.15M	Sell	135,300 -151,254	-53%	-$4.32M	0.02%	366
2022 Q4	$8.1M	Sell	286,554 -7,449	-3%	-$207K	0.05%	263
2022 Q3	$7.22M	Buy	294,003 +3,962	+1%	+$102K	0.05%	285
2022 Q2	$6.71M	Buy	290,041 +87,433	+43%	+$1.89M	0.04%	302
2022 Q1	$4.46M	Buy	202,608 +26,494	+15%	+$553K	0.02%	392
2021 Q4	$3.22M	Sell	176,114 -16,615	-9%	-$327K	0.01%	446
2021 Q3	$3.76M	Buy	192,729 +10,712	+6%	+$207K	0.02%	429
2021 Q2	$3.27M	Sell	182,017 -5,819	-3%	-$113K	0.01%	437
2021 Q1	$3.66M	Buy	+187,836	New	+$3.4M	0.02%	432

Other funds holding SNEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management

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

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return