LF
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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 $5.7T 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 $1.47T 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