Guggenheim Capital’s Schneider National SNDR Stock Holding History

Guggenheim Capital’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 Q4	–	Sell	-41,293	Closed	-$1.14M	–	1953
2023 Q3	$1.14M	Buy	+41,293	New	+$1.2M	0.01%	1048
2021 Q2	–	Sell	-113,296	Closed	-$2.83M	–	2229
2021 Q1	$2.83M	Hold	113,296	–	–	0.02%	858
2020 Q4	$2.35M	Sell	113,296 -15,111	-12%	-$338K	0.01%	902
2020 Q3	$3.18M	Buy	128,407 +109,487	+579%	+$2.83M	0.02%	706
2020 Q2	$467K	Sell	18,920 -721	-4%	-$15.9K	﹤0.01%	1464
2020 Q1	$380K	Sell	19,641 -30,548	-61%	-$633K	﹤0.01%	1462
2019 Q4	$1.09M	Sell	50,189 -4,600	-8%	-$104K	0.01%	1294
2019 Q3	$1.19M	Sell	54,789 -12,800	-19%	-$252K	0.01%	1242
2019 Q2	$1.23M	Sell	67,589 -3,159	-4%	-$61.2K	0.01%	1256
2019 Q1	$1.49M	Buy	70,748 +12,136	+21%	+$260K	0.01%	1202
2018 Q4	$1.09M	Buy	58,612 +45,462	+346%	+$975K	0.01%	1344
2018 Q3	$328K	Sell	13,150 -5,820	-31%	-$156K	﹤0.01%	2179
2018 Q2	$522K	Sell	18,970 -40,951	-68%	-$1.14M	﹤0.01%	1928
2018 Q1	$1.56M	Sell	59,921 -13,829	-19%	-$380K	﹤0.01%	1820
2017 Q4	$2.11M	Buy	73,750 +47,283	+179%	+$1.22M	0.01%	1632
2017 Q3	$669K	Buy	+26,467	New	+$588K	﹤0.01%	2291

Other funds holding SNDR

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Guggenheim Capital's SNDR Position: Q4 2023 in Review

Guggenheim Capital sold out of Schneider National (SNDR) in Q4 2023, closing a stake of 41,293 shares — an estimated $1.14M sold.

Guggenheim Capital first reported a position in SNDR in Q3 2017 and held it in 16 quarters. The position peaked at $3.18M in Q3 2020. 242 funds tracked by Wall St. Rank hold SNDR as of Q4 2023.

Guggenheim Capital reported no remaining Schneider National position as of Q4 2023 after selling out during the quarter.
Guggenheim Capital sold 41,293 Schneider National shares in Q4 2023, an estimated $1.14M.
Guggenheim Capital first reported a position in Schneider National in Q3 2017 and held it in 16 quarters.
Guggenheim Capital's Schneider National position peaked at $3.18M in Q3 2020.
242 funds tracked by Wall St. Rank held Schneider National as of Q4 2023.

Based on Guggenheim Capital's 13F filing for Q4 2023, filed 14 Feb 2024.