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Kaizen Advisory’s Schneider National SNDR Stock Holding History

Kaizen Advisory’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
2018
Q4 		$599K Sell
32,081
-6,195
-16% -$133K 0.42% 95
2018
Q3 		$956K Buy
+38,276
New +$1.02M 0.5% 86

Other funds holding SNDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kaizen Advisory's SNDR Position: Q4 2018 in Review

Kaizen Advisory reduced its Schneider National (SNDR) stake by 16% in Q4 2018, selling an estimated $133K and leaving 32,081 shares worth $599K. The position accounts for 0.42% of the portfolio, ranked #95.

Kaizen Advisory first reported a position in SNDR in Q3 2018 and has held it in 2 quarters since. The position peaked at $956K in Q3 2018. 175 funds tracked by Wall St. Rank hold SNDR as of Q4 2018.

  • Kaizen Advisory held 32,081 shares of Schneider National worth $599K as of Q4 2018.
  • Kaizen Advisory sold 6,195 Schneider National shares in Q4 2018, an estimated $133K.
  • Schneider National made up 0.42% of Kaizen Advisory's portfolio in Q4 2018, its #95 holding.
  • Kaizen Advisory first reported a position in Schneider National in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Schneider National position peaked at $956K in Q3 2018.
  • 175 funds tracked by Wall St. Rank held Schneider National as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.