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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Janiczek Wealth Management's SNA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Snap-on (SNA) stake by 15% in Q2 2024, selling an estimated $23.3K and leaving 482 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #247.

Janiczek Wealth Management first reported a position in SNA in Q3 2020 and has held it in 16 quarters since. The position peaked at $168K in Q1 2024. 869 funds tracked by Wall St. Rank hold SNA as of Q2 2024.

  • Janiczek Wealth Management held 482 shares of Snap-on worth $126K as of Q2 2024.
  • Janiczek Wealth Management sold 85 Snap-on shares in Q2 2024, an estimated $23.3K.
  • Snap-on made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #247 holding.
  • Janiczek Wealth Management first reported a position in Snap-on in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Snap-on position peaked at $168K in Q1 2024.
  • 869 funds tracked by Wall St. Rank held Snap-on as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.