Janiczek Wealth Management’s Snap-on SNA Stock Holding History

Janiczek 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
2024 Q2	$126K	Sell	482 -85	-15%	-$23.3K	0.03%	247
2024 Q1	$168K	Buy	567 +122	+27%	+$34.6K	0.04%	206
2023 Q4	$129K	Buy	445 +9	+2%	+$2.43K	0.03%	235
2023 Q3	$111K	Sell	436 -12	-3%	-$3.24K	0.03%	230
2023 Q2	$129K	Buy	448 +27	+6%	+$6.99K	0.04%	178
2023 Q1	$101K	Sell	421 -15	-3%	-$3.66K	0.03%	210
2022 Q4	$108K	Sell	436 -157	-26%	-$35.5K	0.03%	208
2022 Q3	$124K	Buy	593 +321	+118%	+$69.2K	0.04%	164
2022 Q2	$61K	Buy	272 +15	+6%	+$3.19K	0.02%	278
2022 Q1	$53K	Buy	257 +39	+18%	+$8.23K	0.01%	293
2021 Q4	$47K	Buy	218 +30	+16%	+$6.41K	0.01%	317
2021 Q3	$39K	Buy	188 +36	+24%	+$7.98K	0.01%	334
2021 Q2	$34K	Buy	152 +25	+20%	+$5.98K	0.01%	328
2021 Q1	$29K	Buy	127 +36	+40%	+$7.09K	0.01%	334
2020 Q4	$16K	Buy	91 +26	+40%	+$4.35K	0.01%	383
2020 Q3	$10K	Buy	+65	New	+$9.44K	0.01%	246

Other funds holding SNA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

First Trust Advisors

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

EARNEST Partners

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return