Ergoteles’s Schneider National SNDR Stock Holding History

Ergoteles’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
2023 Q3	–	Sell	-14,130	Closed	-$406K	–	723
2023 Q2	$406K	Buy	+14,130	New	+$376K	0.02%	689
2022 Q3	–	Sell	-107,962	Closed	-$2.42M	–	1956
2022 Q2	$2.42M	Buy	+107,962	New	+$2.49M	0.07%	277
2021 Q3	–	Sell	-15,600	Closed	-$340K	–	1632
2021 Q2	$340K	Buy	+15,600	New	+$378K	0.01%	1011

Other funds holding SNDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Ergoteles's SNDR Position: Q3 2023 in Review

Ergoteles sold out of Schneider National (SNDR) in Q3 2023, closing a stake of 14,130 shares — an estimated $406K sold.

Ergoteles first reported a position in SNDR in Q2 2021 and held it in 3 quarters. The position peaked at $2.42M in Q2 2022. 249 funds tracked by Wall St. Rank hold SNDR as of Q3 2023.

Ergoteles reported no remaining Schneider National position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 14,130 Schneider National shares in Q3 2023, an estimated $406K.
Ergoteles first reported a position in Schneider National in Q2 2021 and held it in 3 quarters.
Ergoteles's Schneider National position peaked at $2.42M in Q2 2022.
249 funds tracked by Wall St. Rank held Schneider National as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.