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Evercore Wealth Management’s Snap-on SNA Stock Holding History

Evercore Wealth Management’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,161
Closed -$229K – 392
2022
Q2 		$229K Hold
1,161
– – ﹤0.01% 358
2022
Q1 		$239K Buy
+1,161
New +$245K ﹤0.01% 393
2017
Q1 		– Sell
-7
Closed -$1K – 1033
2016
Q4 		$1K Buy
+7
New +$1.14K ﹤0.01% 989

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's SNA Position: Q3 2022 in Review

Evercore Wealth Management sold out of Snap-on (SNA) in Q3 2022, closing a stake of 1,161 shares — an estimated $229K sold.

Evercore Wealth Management first reported a position in SNA in Q4 2016 and held it in 3 quarters. The position peaked at $239K in Q1 2022. 707 funds tracked by Wall St. Rank hold SNA as of Q3 2022.

  • Evercore Wealth Management reported no remaining Snap-on position as of Q3 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 1,161 Snap-on shares in Q3 2022, an estimated $229K.
  • Evercore Wealth Management first reported a position in Snap-on in Q4 2016 and held it in 3 quarters.
  • Evercore Wealth Management's Snap-on position peaked at $239K in Q1 2022.
  • 707 funds tracked by Wall St. Rank held Snap-on as of Q3 2022.

Based on Evercore Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.