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Lee Financial’s Snap-on SNA Stock Holding History

Lee Financial’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
-8
Closed -$2.31K – 714
2023
Q4 		$2.31K Hold
8
– – ﹤0.01% 715
2023
Q3 		$2.04K Hold
8
– – ﹤0.01% 677
2023
Q2 		$2.31K Hold
8
– – ﹤0.01% 634
2023
Q1 		$1.98K Hold
8
– – ﹤0.01% 676
2022
Q4 		$1.83K Hold
8
– – ﹤0.01% 713
2022
Q3 		$2K Hold
8
– – ﹤0.01% 705
2022
Q2 		$2K Buy
+8
New +$1.7K ﹤0.01% 734
2021
Q3 		– Sell
-8
Closed -$2K – 729
2021
Q2 		$2K Buy
+8
New +$1.92K ﹤0.01% 612
2018
Q3 		– Sell
-23
Closed -$4K – 678
2018
Q2 		$4K Buy
+23
New +$3.48K ﹤0.01% 660

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

Lee Financial's SNA Position: Q1 2024 in Review

Lee Financial sold out of Snap-on (SNA) in Q1 2024, closing a stake of 8 shares — an estimated $2.31K sold.

Lee Financial first reported a position in SNA in Q2 2018 and held it in 9 quarters. The position peaked at $4K in Q2 2018. 872 funds tracked by Wall St. Rank hold SNA as of Q1 2024.

  • Lee Financial reported no remaining Snap-on position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 8 Snap-on shares in Q1 2024, an estimated $2.31K.
  • Lee Financial first reported a position in Snap-on in Q2 2018 and held it in 9 quarters.
  • Lee Financial's Snap-on position peaked at $4K in Q2 2018.
  • 872 funds tracked by Wall St. Rank held Snap-on as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.