Institutional & Family Asset Management’s Snap-on SNA Stock Holding History

Institutional & Family Asset Management’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 Q4	–	Sell	-464	Closed	-$93K	–	771
2022 Q3	$93K	Hold	464	–	–	0.02%	174
2022 Q2	$91K	Hold	464	–	–	0.02%	178
2022 Q1	$95K	Buy	464 +201	+76%	+$42.4K	0.01%	200
2021 Q4	$57K	Buy	+263	New	+$56.2K	0.01%	254
2020 Q4	–	Sell	-275	Closed	-$40K	–	924
2020 Q3	$40K	Sell	275 -75	-21%	-$10.9K	0.01%	312
2020 Q2	$48K	Hold	350	–	–	0.01%	310
2020 Q1	$38K	Hold	350	–	–	0.01%	298
2019 Q4	$59K	Hold	350	–	–	0.01%	303
2019 Q3	$55K	Hold	350	–	–	0.01%	285
2019 Q2	$58K	Hold	350	–	–	0.01%	296
2019 Q1	$55K	Hold	350	–	–	0.01%	315
2018 Q4	$51K	Hold	350	–	–	0.01%	325
2018 Q3	$64K	Hold	350	–	–	0.01%	330
2018 Q2	$56K	Buy	350 +50	+17%	+$7.57K	0.01%	339
2018 Q1	$44K	Buy	+300	New	+$49.3K	0.01%	340

Other funds holding SNA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Institutional & Family Asset Management's SNA Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Snap-on (SNA) in Q4 2022, closing a stake of 464 shares — an estimated $93K sold.

Institutional & Family Asset Management first reported a position in SNA in Q1 2018 and held it in 15 quarters. The position peaked at $95K in Q1 2022. 761 funds tracked by Wall St. Rank hold SNA as of Q4 2022.

Institutional & Family Asset Management reported no remaining Snap-on position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 464 Snap-on shares in Q4 2022, an estimated $93K.
Institutional & Family Asset Management first reported a position in Snap-on in Q1 2018 and held it in 15 quarters.
Institutional & Family Asset Management's Snap-on position peaked at $95K in Q1 2022.
761 funds tracked by Wall St. Rank held Snap-on as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.