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LMCG Investments’s Snap-on SNA Stock Holding History

LMCG Investments’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
Q3 		– Sell
-4,921
Closed -$1.29M – 278
2024
Q2 		$1.29M Sell
4,921
-28
-0.6% -$7.69K 0.07% 164
2024
Q1 		$1.47M Sell
4,949
-1,983
-29% -$563K 0.09% 158
2023
Q4 		$2M Hold
6,932
– – 0.12% 149
2023
Q3 		$1.77M Buy
6,932
+146
+2% +$39.5K 0.12% 159
2023
Q2 		$1.96M Hold
6,786
– – 0.13% 155
2023
Q1 		$1.68M Buy
6,786
+150
+2% +$36.6K 0.11% 167
2022
Q4 		$1.52M Sell
6,636
-555
-8% -$125K 0.11% 174
2022
Q3 		$1.45M Hold
7,191
– – 0.11% 193
2022
Q2 		$1.42M Hold
7,191
– – 0.1% 201
2022
Q1 		$1.48M Buy
+7,191
New +$1.52M 0.09% 208

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return