First Mercantile Trust’s Schneider National SNDR Stock Holding History

First Mercantile Trust’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
2021 Q3	$487K	Sell	21,406 -527	-2%	-$11.6K	0.06%	189
2021 Q2	$477K	Sell	21,933 -894	-4%	-$21.6K	0.06%	197
2021 Q1	$570K	Buy	22,827 +13,279	+139%	+$310K	0.07%	170
2020 Q4	$198K	Sell	9,548 -228	-2%	-$5.1K	0.02%	428
2020 Q3	$214K	Buy	+9,776	New	+$252K	0.03%	390

Other funds holding SNDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Mercantile Trust's SNDR Position: Q3 2021 in Review

First Mercantile Trust reduced its Schneider National (SNDR) stake by 2.4% in Q3 2021, selling an estimated $11.6K and leaving 21,406 shares worth $487K. The position accounts for 0.06% of the portfolio, ranked #189.

First Mercantile Trust first reported a position in SNDR in Q3 2020 and has held it in 5 quarters since. The position peaked at $570K in Q1 2021. 204 funds tracked by Wall St. Rank hold SNDR as of Q3 2021.

First Mercantile Trust held 21,406 shares of Schneider National worth $487K as of Q3 2021.
First Mercantile Trust sold 527 Schneider National shares in Q3 2021, an estimated $11.6K.
Schneider National made up 0.06% of First Mercantile Trust's portfolio in Q3 2021, its #189 holding.
First Mercantile Trust first reported a position in Schneider National in Q3 2020 and has held it in 5 quarters since.
First Mercantile Trust's Schneider National position peaked at $570K in Q1 2021.
204 funds tracked by Wall St. Rank held Schneider National as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.