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Fernwood Investment Management’s Schneider National SNDR Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-59
Closed -$1.34K – 619
2024
Q1 		$1.34K Buy
+59
New +$1.4K ﹤0.01% 683

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Thrivent Financial for Lutherans
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fernwood Investment Management sold out of Schneider National (SNDR) in Q2 2024, closing a stake of 59 shares — an estimated $1.34K sold.

Fernwood Investment Management first reported a position in SNDR in Q1 2024 and held it in 1 quarter. The position peaked at $1.34K in Q1 2024. 232 funds tracked by Wall St. Rank hold SNDR as of Q2 2024.

  • Fernwood Investment Management reported no remaining Schneider National position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 59 Schneider National shares in Q2 2024, an estimated $1.34K.
  • Fernwood Investment Management first reported a position in Schneider National in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Schneider National position peaked at $1.34K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Schneider National as of Q2 2024.

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