Halpern Financial’s Snap-on SNA Stock Holding History

Halpern Financial’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
2022 Q3	–	Sell	-3	Closed	-$591	–	303
2022 Q2	$591	Buy	+3	New	+$639	﹤0.01%	296

Other funds holding SNA

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Halpern Financial's SNA Position: Q3 2022 in Review

Halpern Financial sold out of Snap-on (SNA) in Q3 2022, closing a stake of 3 shares — an estimated $591 sold.

Halpern Financial first reported a position in SNA in Q2 2022 and held it in 1 quarter. The position peaked at $591 in Q2 2022. 708 funds tracked by Wall St. Rank hold SNA as of Q3 2022.

Halpern Financial reported no remaining Snap-on position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 3 Snap-on shares in Q3 2022, an estimated $591.
Halpern Financial first reported a position in Snap-on in Q2 2022 and held it in 1 quarter.
Halpern Financial's Snap-on position peaked at $591 in Q2 2022.
708 funds tracked by Wall St. Rank held Snap-on as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.