JWM
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Jackson Wealth Management’s Snap-on SNA Stock Holding History

Jackson Wealth 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
2023
Q3 		– Sell
-1,501
Closed -$433K – 158
2023
Q2 		$433K Sell
1,501
-56
-4% -$14.5K 0.06% 98
2023
Q1 		$384K Buy
+1,557
New +$380K 0.29% 97

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Wealth Management's SNA Position: Q3 2023 in Review

Jackson Wealth Management sold out of Snap-on (SNA) in Q3 2023, closing a stake of 1,501 shares — an estimated $433K sold.

Jackson Wealth Management first reported a position in SNA in Q1 2023 and held it in 2 quarters. The position peaked at $433K in Q2 2023. 811 funds tracked by Wall St. Rank hold SNA as of Q3 2023.

  • Jackson Wealth Management reported no remaining Snap-on position as of Q3 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 1,501 Snap-on shares in Q3 2023, an estimated $433K.
  • Jackson Wealth Management first reported a position in Snap-on in Q1 2023 and held it in 2 quarters.
  • Jackson Wealth Management's Snap-on position peaked at $433K in Q2 2023.
  • 811 funds tracked by Wall St. Rank held Snap-on as of Q3 2023.

Based on Jackson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.