Lee Financial’s Schneider National SNDR Stock Holding History

Lee Financial’s Portfolio SNDR Stock Details SNDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-425	Closed	-$10.8K	–	715
2023 Q4	$10.8K	Hold	425	–	–	﹤0.01%	413
2023 Q3	$11.8K	Hold	425	–	–	﹤0.01%	386
2023 Q2	$12.2K	Hold	425	–	–	﹤0.01%	380
2023 Q1	$11.4K	Buy	425 +81	+24%	+$2.18K	﹤0.01%	392
2022 Q4	$8.05K	Hold	344	–	–	﹤0.01%	493
2022 Q3	$7K	Hold	344	–	–	﹤0.01%	500
2022 Q2	$7K	Buy	344 +9	+3%	+$208	﹤0.01%	513
2022 Q1	$9K	Hold	335	–	–	﹤0.01%	457
2021 Q4	$9K	Sell	335 -5	-1%	-$125	﹤0.01%	523
2021 Q3	$8K	Hold	340	–	–	﹤0.01%	450
2021 Q2	$7K	Hold	340	–	–	﹤0.01%	441
2021 Q1	$8K	Hold	340	–	–	﹤0.01%	410
2020 Q4	$7K	Hold	340	–	–	﹤0.01%	411
2020 Q3	$8K	Hold	340	–	–	﹤0.01%	427
2020 Q2	$8K	Hold	340	–	–	﹤0.01%	400
2020 Q1	$7K	Hold	340	–	–	﹤0.01%	345
2019 Q4	$7K	Hold	340	–	–	﹤0.01%	397
2019 Q3	$7K	Hold	340	–	–	﹤0.01%	398
2019 Q2	$6K	Hold	340	–	–	﹤0.01%	420
2019 Q1	$7K	Hold	340	–	–	﹤0.01%	392
2018 Q4	$6K	Hold	340	–	–	﹤0.01%	356
2018 Q3	$8K	Hold	340	–	–	﹤0.01%	369
2018 Q2	$9K	Hold	340	–	–	﹤0.01%	514
2018 Q1	$9K	Hold	340	–	–	﹤0.01%	505
2017 Q4	$10K	Hold	340	–	–	﹤0.01%	332
2017 Q3	$9K	Buy	+340	New	+$7.56K	﹤0.01%	358

Other funds holding SNDR

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Lee Financial's SNDR Position: Q1 2024 in Review

Lee Financial sold out of Schneider National (SNDR) in Q1 2024, closing a stake of 425 shares — an estimated $10.8K sold.

Lee Financial first reported a position in SNDR in Q3 2017 and held it in 26 quarters. The position peaked at $12.2K in Q2 2023. 254 funds tracked by Wall St. Rank hold SNDR as of Q1 2024.

Lee Financial reported no remaining Schneider National position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 425 Schneider National shares in Q1 2024, an estimated $10.8K.
Lee Financial first reported a position in Schneider National in Q3 2017 and held it in 26 quarters.
Lee Financial's Schneider National position peaked at $12.2K in Q2 2023.
254 funds tracked by Wall St. Rank held Schneider National as of Q1 2024.

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