LM Advisors’s Snap-on SNA Stock Holding History

LM 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
2024 Q1	–	Sell	-286	Closed	-$82.6K	–	640
2023 Q4	$82.6K	Buy	+286	New	+$77.2K	0.02%	265

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

LM Advisors's SNA Position: Q1 2024 in Review

LM Advisors sold out of Snap-on (SNA) in Q1 2024, closing a stake of 286 shares — an estimated $82.6K sold.

LM Advisors first reported a position in SNA in Q4 2023 and held it in 1 quarter. The position peaked at $82.6K in Q4 2023. 871 funds tracked by Wall St. Rank hold SNA as of Q1 2024.

LM Advisors reported no remaining Snap-on position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 286 Snap-on shares in Q1 2024, an estimated $82.6K.
LM Advisors first reported a position in Snap-on in Q4 2023 and held it in 1 quarter.
LM Advisors's Snap-on position peaked at $82.6K in Q4 2023.
871 funds tracked by Wall St. Rank held Snap-on as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.