EPIM
SNDK

Evelyn Partners Investment Management’s Sandisk SNDK Stock Holding History

Evelyn Partners Investment Management’s Portfolio SNDK Stock Details SNDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-133
Closed -$6.33K – 438
2025
Q1 		$6.33K Buy
+133
New +$6.61K ﹤0.01% 372

Other funds holding SNDK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evelyn Partners Investment Management's SNDK Position: Q2 2025 in Review

Evelyn Partners Investment Management sold out of Sandisk (SNDK) in Q2 2025, closing a stake of 133 shares — an estimated $6.33K sold.

Evelyn Partners Investment Management first reported a position in SNDK in Q1 2025 and held it in 1 quarter. The position peaked at $6.33K in Q1 2025. 415 funds tracked by Wall St. Rank hold SNDK as of Q2 2025.

  • Evelyn Partners Investment Management reported no remaining Sandisk position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 133 Sandisk shares in Q2 2025, an estimated $6.33K.
  • Evelyn Partners Investment Management first reported a position in Sandisk in Q1 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management's Sandisk position peaked at $6.33K in Q1 2025.
  • 415 funds tracked by Wall St. Rank held Sandisk as of Q2 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.