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Legacy Financial Advisors’s Schneider National SNDR Stock Holding History

Legacy Financial Advisors’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
2019
Q1 		– Sell
-287
Closed -$5K – 1147
2018
Q4 		$5K Sell
287
-73
-20% -$1.56K ﹤0.01% 749
2018
Q3 		$8K Hold
360
– – ﹤0.01% 591
2018
Q2 		$10K Sell
360
-37
-9% -$1.03K ﹤0.01% 533
2018
Q1 		$10K Buy
397
+72
+22% +$1.98K ﹤0.01% 482
2017
Q4 		$9K Buy
+325
New +$8.41K ﹤0.01% 513

Other funds holding SNDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Legacy Financial Advisors's SNDR Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Schneider National (SNDR) in Q1 2019, closing a stake of 287 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in SNDR in Q4 2017 and held it in 5 quarters. The position peaked at $10K in Q2 2018. 182 funds tracked by Wall St. Rank hold SNDR as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Schneider National position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 287 Schneider National shares in Q1 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Schneider National in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Schneider National position peaked at $10K in Q2 2018.
  • 182 funds tracked by Wall St. Rank held Schneider National as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.