Lee, Danner & Bass’s Snap-on SNA Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-39	Closed	-$13.2K	–	636
2024 Q4	$13.2K	Buy	+39	New	+$13.2K	﹤0.01%	504

Other funds holding SNA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lee, Danner & Bass's SNA Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Snap-on (SNA) in Q1 2025, closing a stake of 39 shares — an estimated $13.2K sold.

Lee, Danner & Bass first reported a position in SNA in Q4 2024 and held it in 1 quarter. The position peaked at $13.2K in Q4 2024. 968 funds tracked by Wall St. Rank hold SNA as of Q1 2025.

Lee, Danner & Bass reported no remaining Snap-on position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 39 Snap-on shares in Q1 2025, an estimated $13.2K.
Lee, Danner & Bass first reported a position in Snap-on in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Snap-on position peaked at $13.2K in Q4 2024.
968 funds tracked by Wall St. Rank held Snap-on as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.