Lenox Wealth Advisors’s Snap-on SNA Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$13K	Buy	61 +9	+17%	+$1.9K	﹤0.01%	445
2021 Q4	$11K	Hold	52	–	–	﹤0.01%	499
2021 Q3	$11K	Hold	52	–	–	﹤0.01%	458
2021 Q2	$12K	Buy	52 +51	+5,100%	+$12.2K	﹤0.01%	446
2021 Q1	$0	Buy	+1	New	+$197	﹤0.01%	751
2020 Q4	–	Sell	-46	Closed	-$7K	–	667
2020 Q3	$7K	Buy	+46	New	+$6.68K	﹤0.01%	415
2019 Q2	–	Sell	-33	Closed	-$5K	–	558
2019 Q1	$5K	Buy	+33	New	+$5.24K	﹤0.01%	376
2018 Q3	–	Sell	-73	Closed	-$12K	–	505
2018 Q2	$12K	Sell	73 -23	-24%	-$3.48K	﹤0.01%	327
2018 Q1	$14K	Buy	96 +73	+317%	+$12K	﹤0.01%	312
2017 Q4	$4K	Buy	+23	New	+$3.72K	﹤0.01%	251

Other funds holding SNA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's SNA Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Snap-on (SNA) stake by 17% in Q1 2022, buying an estimated $1.9K and bringing the position to 61 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Lenox Wealth Advisors first reported a position in SNA in Q4 2017 and has held it in 10 quarters since. The position peaked at $14K in Q1 2018. 712 funds tracked by Wall St. Rank hold SNA as of Q1 2022.

Lenox Wealth Advisors held 61 shares of Snap-on worth $13K as of Q1 2022.
Lenox Wealth Advisors bought 9 Snap-on shares in Q1 2022, an estimated $1.9K.
Snap-on made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #445 holding.
Lenox Wealth Advisors first reported a position in Snap-on in Q4 2017 and has held it in 10 quarters since.
Lenox Wealth Advisors's Snap-on position peaked at $14K in Q1 2018.
712 funds tracked by Wall St. Rank held Snap-on as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.