Kula Investments’s Snap-on SNA Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-2,960	Closed	-$676K	–	832
2022 Q4	$676K	Buy	+2,960	New	+$669K	0.2%	132

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kula Investments's SNA Position: Q1 2023 in Review

Kula Investments sold out of Snap-on (SNA) in Q1 2023, closing a stake of 2,960 shares — an estimated $676K sold.

Kula Investments first reported a position in SNA in Q4 2022 and held it in 1 quarter. The position peaked at $676K in Q4 2022. 791 funds tracked by Wall St. Rank hold SNA as of Q1 2023.

Kula Investments reported no remaining Snap-on position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 2,960 Snap-on shares in Q1 2023, an estimated $676K.
Kula Investments first reported a position in Snap-on in Q4 2022 and held it in 1 quarter.
Kula Investments's Snap-on position peaked at $676K in Q4 2022.
791 funds tracked by Wall St. Rank held Snap-on as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.