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Emerald Mutual Fund Advisers Trust’s StoneX SNEX Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2020
Q4 		– Sell
-2,131
Closed -$22K – 324
2020
Q3 		$22K Sell
2,131
-3,099
-59% -$33.9K ﹤0.01% 291
2020
Q2 		$57K Sell
5,230
-188,709
-97% -$1.64M ﹤0.01% 268
2020
Q1 		$1.39M Buy
193,939
+81,865
+73% +$726K 0.09% 150
2019
Q4 		$1.08M Buy
+112,074
New +$927K 0.04% 183

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 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 $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's SNEX Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of StoneX (SNEX) in Q4 2020, closing a stake of 2,131 shares — an estimated $22K sold.

Emerald Mutual Fund Advisers Trust first reported a position in SNEX in Q4 2019 and held it in 4 quarters. The position peaked at $1.39M in Q1 2020. 155 funds tracked by Wall St. Rank hold SNEX as of Q4 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining StoneX position as of Q4 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 2,131 StoneX shares in Q4 2020, an estimated $22K.
  • Emerald Mutual Fund Advisers Trust first reported a position in StoneX in Q4 2019 and held it in 4 quarters.
  • Emerald Mutual Fund Advisers Trust's StoneX position peaked at $1.39M in Q1 2020.
  • 155 funds tracked by Wall St. Rank held StoneX as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.