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Fiduciary Alliance’s Schneider National SNDR Stock Holding History

Fiduciary Alliance’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
2023
Q1 		– Sell
-94
Closed -$2.2K – 748
2022
Q4 		$2.2K Buy
+94
New +$2.2K ﹤0.01% 676

Other funds holding SNDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

Fiduciary Alliance's SNDR Position: Q1 2023 in Review

Fiduciary Alliance sold out of Schneider National (SNDR) in Q1 2023, closing a stake of 94 shares — an estimated $2.2K sold.

Fiduciary Alliance first reported a position in SNDR in Q4 2022 and held it in 1 quarter. The position peaked at $2.2K in Q4 2022. 244 funds tracked by Wall St. Rank hold SNDR as of Q1 2023.

  • Fiduciary Alliance reported no remaining Schneider National position as of Q1 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 94 Schneider National shares in Q1 2023, an estimated $2.2K.
  • Fiduciary Alliance first reported a position in Schneider National in Q4 2022 and held it in 1 quarter.
  • Fiduciary Alliance's Schneider National position peaked at $2.2K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Schneider National as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.