EIM
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Essex Investment Management’s Schneider National SNDR Stock Holding History

Essex Investment Management’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
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% -$181K 0.24% 124
2022
Q1 		$1.88M Buy
73,713
+3,579
+5% +$93.2K 0.23% 130
2021
Q4 		$1.89M Buy
70,134
+38,757
+124% +$972K 0.22% 147
2021
Q3 		$714K Hold
31,377
– – 0.09% 246
2021
Q2 		$683K Sell
31,377
-238
-0.8% -$5.76K 0.08% 259
2021
Q1 		$789K Sell
31,615
-1,992
-6% -$46.6K 0.1% 257
2020
Q4 		$696K Sell
33,607
-6,439
-16% -$144K 0.09% 265
2020
Q3 		$990K Buy
40,046
+27,600
+222% +$713K 0.14% 216
2020
Q2 		$307K Sell
12,446
-3,344
-21% -$73.6K 0.05% 291
2020
Q1 		$305K Buy
15,790
+6,374
+68% +$132K 0.06% 257
2019
Q4 		$205K Sell
9,416
-836
-8% -$18.8K 0.03% 364
2019
Q3 		$223K Hold
10,252
– – 0.03% 352
2019
Q2 		$187K Sell
10,252
-671
-6% -$13K 0.03% 360
2019
Q1 		$230K Buy
10,923
+1,296
+13% +$27.7K 0.03% 331
2018
Q4 		$180K Sell
9,627
-459
-5% -$9.84K 0.03% 348
2018
Q3 		$252K Hold
10,086
– – 0.03% 364
2018
Q2 		$277K Buy
+10,086
New +$280K 0.03% 346

Other funds holding SNDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Essex Investment Management's SNDR Position: Q4 2022 in Review

Essex Investment Management sold out of Schneider National (SNDR) in Q4 2022, closing a stake of 65,875 shares — an estimated $1.34M sold.

Essex Investment Management first reported a position in SNDR in Q2 2018 and held it in 18 quarters. The position peaked at $1.89M in Q4 2021. 244 funds tracked by Wall St. Rank hold SNDR as of Q4 2022.

  • Essex Investment Management reported no remaining Schneider National position as of Q4 2022 after selling out during the quarter.
  • Essex Investment Management sold 65,875 Schneider National shares in Q4 2022, an estimated $1.34M.
  • Essex Investment Management first reported a position in Schneider National in Q2 2018 and held it in 18 quarters.
  • Essex Investment Management's Schneider National position peaked at $1.89M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Schneider National as of Q4 2022.

Based on Essex Investment Management's 13F filing for Q4 2022, filed 3 Feb 2023.