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Janiczek Wealth Management’s Schneider National SNDR Stock Holding History

Janiczek Wealth Management’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$314K Sell
12,992
-1,332
-9% -$29.5K 0.07% 125
2024
Q1 		$324K Buy
14,324
+1,207
+9% +$28.6K 0.07% 120
2023
Q4 		$334K Sell
13,117
-858
-6% -$21.2K 0.08% 101
2023
Q3 		$387K Buy
13,975
+509
+4% +$14.8K 0.1% 78
2023
Q2 		$387K Buy
13,466
+971
+8% +$25.8K 0.11% 69
2023
Q1 		$332K Buy
12,495
+305
+3% +$8.22K 0.09% 75
2022
Q4 		$301K Buy
12,190
+3,319
+37% +$77.6K 0.08% 82
2022
Q3 		$186K Sell
8,871
-1,132
-11% -$26.3K 0.06% 111
2022
Q2 		$253K Sell
10,003
-3,576
-26% -$82.5K 0.08% 83
2022
Q1 		$346K Buy
13,579
+1,769
+15% +$46.1K 0.1% 67
2021
Q4 		$318K Buy
11,810
+2,628
+29% +$65.9K 0.1% 70
2021
Q3 		$209K Buy
9,182
+5,079
+124% +$112K 0.07% 91
2021
Q2 		$89K Sell
4,103
-1,553
-27% -$37.6K 0.03% 173
2021
Q1 		$141K Buy
5,656
+4,163
+279% +$97.3K 0.06% 101
2020
Q4 		$31K Buy
1,493
+818
+121% +$18.3K 0.02% 274
2020
Q3 		$17K Buy
+675
New +$17.4K 0.01% 169

Other funds holding SNDR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Janiczek Wealth Management reduced its Schneider National (SNDR) stake by 9.3% in Q2 2024, selling an estimated $29.5K and leaving 12,992 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #125.

Janiczek Wealth Management first reported a position in SNDR in Q3 2020 and has held it in 16 quarters since. The position peaked at $387K in Q3 2023. 232 funds tracked by Wall St. Rank hold SNDR as of Q2 2024.

  • Janiczek Wealth Management held 12,992 shares of Schneider National worth $314K as of Q2 2024.
  • Janiczek Wealth Management sold 1,332 Schneider National shares in Q2 2024, an estimated $29.5K.
  • Schneider National made up 0.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #125 holding.
  • Janiczek Wealth Management first reported a position in Schneider National in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Schneider National position peaked at $387K in Q3 2023.
  • 232 funds tracked by Wall St. Rank held Schneider National as of Q2 2024.

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