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JP Morgan Private Wealth Advisors’s Schneider National SNDR Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$455K Sell
16,438
-35
-0.2% -$1.02K ﹤0.01% 1286
2023
Q2 		$473K Sell
16,473
-765
-4% -$20.4K ﹤0.01% 1057
2023
Q1 		$461K Buy
17,238
+4,451
+35% +$120K ﹤0.01% 1512
2022
Q4 		$299K Buy
12,787
+998
+8% +$23.3K ﹤0.01% 1664
2022
Q3 		$239K Buy
11,789
+766
+7% +$17.8K ﹤0.01% 1746
2022
Q2 		$247K Buy
11,023
+349
+3% +$8.05K ﹤0.01% 1746
2022
Q1 		$272K Sell
10,674
-61
-0.6% -$1.59K ﹤0.01% 1789
2021
Q4 		$289K Sell
10,735
-1,963
-15% -$49.3K ﹤0.01% 1759
2021
Q3 		$289K Buy
12,698
+2,392
+23% +$52.9K ﹤0.01% 1712
2021
Q2 		$224K Buy
+10,306
New +$249K ﹤0.01% 1797
2020
Q4 		– Sell
-10,196
Closed -$252K – 1735
2020
Q3 		$252K Buy
10,196
+999
+11% +$25.8K ﹤0.01% 1425
2020
Q2 		$227K Buy
+9,197
New +$202K ﹤0.01% 1420

Other funds holding SNDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SNDR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Schneider National (SNDR) stake by 0.21% in Q3 2023, selling an estimated $1.02K and leaving 16,438 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

JP Morgan Private Wealth Advisors first reported a position in SNDR in Q2 2020 and has held it in 12 quarters since. The position peaked at $473K in Q2 2023. 250 funds tracked by Wall St. Rank hold SNDR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 16,438 shares of Schneider National worth $455K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 35 Schneider National shares in Q3 2023, an estimated $1.02K.
  • Schneider National made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1286 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Schneider National in Q2 2020 and has held it in 12 quarters since.
  • JP Morgan Private Wealth Advisors's Schneider National position peaked at $473K in Q2 2023.
  • 250 funds tracked by Wall St. Rank held Schneider National as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.