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KLR Investment Advisors’s Snap-on SNA Stock Holding History

KLR Investment Advisors’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 		$477K Buy
1,776
+91
+5% +$25.8K 0.34% 74
2023
Q4 		$487K Buy
1,685
+176
+12% +$47.5K 0.35% 71
2023
Q3 		$373K Sell
1,509
-153
-9% -$41.3K 0.34% 95
2023
Q2 		$479K Buy
1,662
+64
+4% +$16.6K 0.39% 76
2023
Q1 		$395K Sell
1,598
-422
-21% -$103K 0.35% 95
2022
Q4 		$462K Buy
+2,020
New +$457K 0.38% 75

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KLR Investment Advisors's SNA Position: Q1 2024 in Review

KLR Investment Advisors increased its Snap-on (SNA) stake by 5.4% in Q1 2024, buying an estimated $25.8K and bringing the position to 1,776 shares worth $477K. The position accounts for 0.34% of the portfolio, ranked #74.

KLR Investment Advisors first reported a position in SNA in Q4 2022 and has held it in 6 quarters since. The position peaked at $487K in Q4 2023. 871 funds tracked by Wall St. Rank hold SNA as of Q1 2024.

  • KLR Investment Advisors held 1,776 shares of Snap-on worth $477K as of Q1 2024.
  • KLR Investment Advisors bought 91 Snap-on shares in Q1 2024, an estimated $25.8K.
  • Snap-on made up 0.34% of KLR Investment Advisors's portfolio in Q1 2024, its #74 holding.
  • KLR Investment Advisors first reported a position in Snap-on in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Snap-on position peaked at $487K in Q4 2023.
  • 871 funds tracked by Wall St. Rank held Snap-on as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.