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Great Diamond Partners’s Schneider National SNDR Stock Holding History

Great Diamond Partners’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
2020
Q1 		– Sell
-187
Closed -$4K – 518
2019
Q4 		$4K Buy
+187
New +$4.21K ﹤0.01% 617

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Morgan Stanley
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T. Rowe Price Associates
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Dimensional Fund Advisors
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
ABC
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Great Diamond Partners's SNDR Position: Q1 2020 in Review

Great Diamond Partners sold out of Schneider National (SNDR) in Q1 2020, closing a stake of 187 shares — an estimated $4K sold.

Great Diamond Partners first reported a position in SNDR in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 163 funds tracked by Wall St. Rank hold SNDR as of Q1 2020.

  • Great Diamond Partners reported no remaining Schneider National position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 187 Schneider National shares in Q1 2020, an estimated $4K.
  • Great Diamond Partners first reported a position in Schneider National in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Schneider National position peaked at $4K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Schneider National as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.