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Ellevest Inc’s Schneider National SNDR Stock Holding History

Ellevest Inc’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
2022
Q3 		– Sell
-20
Closed – – 1846
2022
Q2 		$0 Hold
20
– – ﹤0.01% 1664
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1337
2021
Q4 		$1K Sell
20
-181
-90% -$4.54K ﹤0.01% 1327
2021
Q3 		$5K Buy
201
+181
+905% +$4K ﹤0.01% 981
2021
Q2 		$0 Hold
20
– – ﹤0.01% 1406
2021
Q1 		$0 Hold
20
– – ﹤0.01% 1350
2020
Q4 		$0 Buy
+20
New +$447 ﹤0.01% 1342

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Massachusetts Financial Services
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

Ellevest Inc's SNDR Position: Q3 2022 in Review

Ellevest Inc sold out of Schneider National (SNDR) in Q3 2022, closing a stake of 20 shares.

Ellevest Inc first reported a position in SNDR in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q3 2021. 243 funds tracked by Wall St. Rank hold SNDR as of Q3 2022.

  • Ellevest Inc reported no remaining Schneider National position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 20 Schneider National shares in Q3 2022.
  • Ellevest Inc first reported a position in Schneider National in Q4 2020 and held it in 7 quarters.
  • Ellevest Inc's Schneider National position peaked at $5K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held Schneider National as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.