Essex Investment Management’s Schneider National SNDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-65,875
| Closed | -$1.34M | – | 424 |
|
|
2022
Q3 | $1.34M | Hold |
65,875
| – | – | 0.21% | 147 |
|
|
2022
Q2 | $1.47M | Sell |
65,875
-7,838
| -11% | -$175K | 0.24% | 124 |
|
|
2022
Q1 | $1.88M | Buy |
73,713
+3,579
| +5% | +$91.3K | 0.23% | 130 |
|
|
2021
Q4 | $1.89M | Buy |
70,134
+38,757
| +124% | +$1.04M | 0.22% | 147 |
|
|
2021
Q3 | $714K | Hold |
31,377
| – | – | 0.09% | 246 |
|
|
2021
Q2 | $683K | Sell |
31,377
-238
| -0.8% | -$5.18K | 0.08% | 259 |
|
|
2021
Q1 | $789K | Sell |
31,615
-1,992
| -6% | -$49.7K | 0.1% | 257 |
|
|
2020
Q4 | $696K | Sell |
33,607
-6,439
| -16% | -$133K | 0.09% | 265 |
|
|
2020
Q3 | $990K | Buy |
40,046
+27,600
| +222% | +$682K | 0.14% | 216 |
|
|
2020
Q2 | $307K | Sell |
12,446
-3,344
| -21% | -$82.5K | 0.05% | 291 |
|
|
2020
Q1 | $305K | Buy |
15,790
+6,374
| +68% | +$123K | 0.06% | 257 |
|
|
2019
Q4 | $205K | Sell |
9,416
-836
| -8% | -$18.2K | 0.03% | 364 |
|
|
2019
Q3 | $223K | Hold |
10,252
| – | – | 0.03% | 352 |
|
|
2019
Q2 | $187K | Sell |
10,252
-671
| -6% | -$12.2K | 0.03% | 360 |
|
|
2019
Q1 | $230K | Buy |
10,923
+1,296
| +13% | +$27.3K | 0.03% | 331 |
|
|
2018
Q4 | $180K | Sell |
9,627
-459
| -5% | -$8.58K | 0.03% | 348 |
|
|
2018
Q3 | $252K | Hold |
10,086
| – | – | 0.03% | 364 |
|
|
2018
Q2 | $277K | Buy |
+10,086
| New | +$277K | 0.03% | 346 |
|