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Kaizen Financial Strategies’s Snap-on SNA Stock Holding History

Kaizen Financial Strategies’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
Q1 		– Sell
-980
Closed -$283K – 139
2023
Q4 		$283K Hold
980
– – 0.21% 84
2023
Q3 		$250K Hold
980
– – 0.21% 85
2023
Q2 		$287K Hold
980
– – 0.25% 73
2023
Q1 		$242K Sell
980
-80
-8% -$19.5K 0.24% 81
2022
Q4 		$264K Buy
+1,060
New +$240K 0.26% 89

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 $3.38T AUM 44.17% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kaizen Financial Strategies's SNA Position: Q1 2024 in Review

Kaizen Financial Strategies sold out of Snap-on (SNA) in Q1 2024, closing a stake of 980 shares — an estimated $283K sold.

Kaizen Financial Strategies first reported a position in SNA in Q4 2022 and held it in 5 quarters. The position peaked at $287K in Q2 2023. 872 funds tracked by Wall St. Rank hold SNA as of Q1 2024.

  • Kaizen Financial Strategies reported no remaining Snap-on position as of Q1 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 980 Snap-on shares in Q1 2024, an estimated $283K.
  • Kaizen Financial Strategies first reported a position in Snap-on in Q4 2022 and held it in 5 quarters.
  • Kaizen Financial Strategies's Snap-on position peaked at $287K in Q2 2023.
  • 872 funds tracked by Wall St. Rank held Snap-on as of Q1 2024.

Based on Kaizen Financial Strategies's 13F filing for Q1 2024, filed 3 May 2024.