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Lake Street Advisors Group’s Snap-on SNA Stock Holding History

Lake Street Advisors Group’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
Q4 		$363K Sell
1,070
-4
-0.4% -$1.35K 0.02% 397
2024
Q3 		$311K Buy
1,074
+32
+3% +$8.82K 0.01% 443
2024
Q2 		$272K Sell
1,042
-54
-5% -$14.8K 0.01% 467
2024
Q1 		$325K Buy
1,096
+115
+12% +$32.6K 0.02% 442
2023
Q4 		$283K Buy
+981
New +$265K 0.01% 459

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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's SNA Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Snap-on (SNA) stake by 0.37% in Q4 2024, selling an estimated $1.35K and leaving 1,070 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #397.

Lake Street Advisors Group first reported a position in SNA in Q4 2023 and has held it in 5 quarters since. 948 funds tracked by Wall St. Rank hold SNA as of Q4 2024.

  • Lake Street Advisors Group held 1,070 shares of Snap-on worth $363K as of Q4 2024.
  • Lake Street Advisors Group sold 4 Snap-on shares in Q4 2024, an estimated $1.35K.
  • Snap-on made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #397 holding.
  • Lake Street Advisors Group first reported a position in Snap-on in Q4 2023 and has held it in 5 quarters since.
  • 948 funds tracked by Wall St. Rank held Snap-on as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.