LGWM
SNA icon

Litman Gregory Wealth Management’s Snap-on SNA Stock Holding History

Litman Gregory Wealth Management’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
2020
Q1 		– Sell
-804
Closed -$136K – 204
2019
Q4 		$136K Buy
+804
New +$131K 0.03% 60

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Litman Gregory Wealth Management's SNA Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Snap-on (SNA) in Q1 2020, closing a stake of 804 shares — an estimated $136K sold.

Litman Gregory Wealth Management first reported a position in SNA in Q4 2019 and held it in 1 quarter. The position peaked at $136K in Q4 2019. 552 funds tracked by Wall St. Rank hold SNA as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Snap-on position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 804 Snap-on shares in Q1 2020, an estimated $136K.
  • Litman Gregory Wealth Management first reported a position in Snap-on in Q4 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Snap-on position peaked at $136K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held Snap-on as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.