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Geller Advisors’s Snap-on SNA Stock Holding History

Geller Advisors’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
Q4 		$220K Buy
+648
New +$219K 0.01% 244

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
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

Geller Advisors's SNA Position: Q4 2024 in Review

Geller Advisors opened a new position in Snap-on (SNA) in Q4 2024: 648 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #244 among its holdings.

947 funds tracked by Wall St. Rank hold SNA as of Q4 2024.

  • Geller Advisors held 648 shares of Snap-on worth $220K as of Q4 2024.
  • Snap-on was a new Geller Advisors position in Q4 2024.
  • Snap-on made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #244 holding.
  • 947 funds tracked by Wall St. Rank held Snap-on as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.