Lenox Wealth Advisors’s Schneider National SNDR Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-23	Closed	-$1K	–	965
2021 Q4	$1K	Buy	+23	New	+$577	﹤0.01%	906
2020 Q2	–	Sell	-107	Closed	-$2K	–	774
2020 Q1	$2K	Buy	+107	New	+$2.22K	﹤0.01%	619
2019 Q2	–	Sell	-116	Closed	-$2K	–	559
2019 Q1	$2K	Buy	+116	New	+$2.48K	﹤0.01%	542
2018 Q2	–	Sell	-48	Closed	-$1K	–	636
2018 Q1	$1K	Buy	+48	New	+$1.32K	﹤0.01%	529

Other funds holding SNDR

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

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

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

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Schneider National (SNDR) in Q1 2022, closing a stake of 23 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in SNDR in Q1 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2020. 242 funds tracked by Wall St. Rank hold SNDR as of Q1 2022.

Lenox Wealth Advisors reported no remaining Schneider National position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 23 Schneider National shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Schneider National in Q1 2018 and held it in 4 quarters.
Lenox Wealth Advisors's Schneider National position peaked at $2K in Q1 2020.
242 funds tracked by Wall St. Rank held Schneider National as of Q1 2022.

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