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Fernwood Investment Management’s Snap-on SNA Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-40
Closed -$11.8K – 617
2024
Q1 		$11.8K Buy
+40
New +$11.4K ﹤0.01% 543

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Fernwood Investment Management's SNA Position: Q2 2024 in Review

Fernwood Investment Management sold out of Snap-on (SNA) in Q2 2024, closing a stake of 40 shares — an estimated $11.8K sold.

Fernwood Investment Management first reported a position in SNA in Q1 2024 and held it in 1 quarter. The position peaked at $11.8K in Q1 2024. 868 funds tracked by Wall St. Rank hold SNA as of Q2 2024.

  • Fernwood Investment Management reported no remaining Snap-on position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 40 Snap-on shares in Q2 2024, an estimated $11.8K.
  • Fernwood Investment Management first reported a position in Snap-on in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Snap-on position peaked at $11.8K in Q1 2024.
  • 868 funds tracked by Wall St. Rank held Snap-on as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.