Echo Street Capital Management’s Snap-on SNA Stock Holding History

Echo Street Capital 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	-2,796	Closed	-$713K	–	363
2023 Q3	$713K	Buy	+2,796	New	+$756K	0.01%	193
2023 Q2	–	Sell	-1,747	Closed	-$431K	–	586
2023 Q1	$431K	Buy	1,747 +838	+92%	+$205K	﹤0.01%	291
2022 Q4	$208K	Buy	+909	New	+$205K	﹤0.01%	463
2022 Q3	–	Sell	-1,362	Closed	-$268K	–	685
2022 Q2	$268K	Sell	1,362 -279	-17%	-$59.4K	﹤0.01%	448
2022 Q1	$337K	Sell	1,641 -193	-11%	-$40.7K	﹤0.01%	488
2021 Q4	$395K	Buy	+1,834	New	+$392K	﹤0.01%	470
2021 Q3	–	Sell	-1,810	Closed	-$404K	–	740
2021 Q2	$404K	Buy	+1,810	New	+$433K	﹤0.01%	423
2021 Q1	–	Sell	-1,606	Closed	-$275K	–	588
2020 Q4	$275K	Buy	+1,606	New	+$268K	﹤0.01%	329

Other funds holding SNA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $170B AUM 46.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Echo Street Capital Management's SNA Position: Q4 2023 in Review

Echo Street Capital Management sold out of Snap-on (SNA) in Q4 2023, closing a stake of 2,796 shares — an estimated $713K sold.

Echo Street Capital Management first reported a position in SNA in Q4 2020 and held it in 8 quarters. The position peaked at $713K in Q3 2023. 863 funds tracked by Wall St. Rank hold SNA as of Q4 2023.

Echo Street Capital Management reported no remaining Snap-on position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,796 Snap-on shares in Q4 2023, an estimated $713K.
Echo Street Capital Management first reported a position in Snap-on in Q4 2020 and held it in 8 quarters.
Echo Street Capital Management's Snap-on position peaked at $713K in Q3 2023.
863 funds tracked by Wall St. Rank held Snap-on as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.