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Heritage Way Advisors’s Snap-on SNA Stock Holding History

Heritage Way 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
2021
Q4 		$677K Buy
3,145
+462
+17% +$98.7K 0.25% 54
2021
Q3 		$561K Sell
2,683
-1
-0% -$222 0.23% 58
2021
Q2 		$600K Hold
2,684
– – 0.25% 57
2021
Q1 		$619K Buy
2,684
+4
+0.1% +$788 0.27% 54
2020
Q4 		$459K Sell
2,680
-7
-0.3% -$1.17K 0.21% 57
2020
Q3 		$395K Buy
2,687
+47
+2% +$6.83K 0.21% 56
2020
Q2 		$366K Buy
2,640
+28
+1% +$3.56K 0.21% 56
2020
Q1 		$284K Buy
+2,612
New +$386K 0.2% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heritage Way Advisors's SNA Position: Q4 2021 in Review

Heritage Way Advisors increased its Snap-on (SNA) stake by 17% in Q4 2021, buying an estimated $98.7K and bringing the position to 3,145 shares worth $677K. The position accounts for 0.25% of the portfolio, ranked #54.

Heritage Way Advisors first reported a position in SNA in Q1 2020 and has held it in 8 quarters since. 723 funds tracked by Wall St. Rank hold SNA as of Q4 2021.

  • Heritage Way Advisors held 3,145 shares of Snap-on worth $677K as of Q4 2021.
  • Heritage Way Advisors bought 462 Snap-on shares in Q4 2021, an estimated $98.7K.
  • Snap-on made up 0.25% of Heritage Way Advisors's portfolio in Q4 2021, its #54 holding.
  • Heritage Way Advisors first reported a position in Snap-on in Q1 2020 and has held it in 8 quarters since.
  • 723 funds tracked by Wall St. Rank held Snap-on as of Q4 2021.

Based on Heritage Way Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.