LWCFA
SNA icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Snap-on SNA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-19
Closed -$4K – 912
2021
Q2 		$4K Buy
+19
New +$4.55K ﹤0.01% 772
2018
Q3 		– Sell
-1,000
Closed -$161K – 675
2018
Q2 		$161K Hold
1,000
– – ﹤0.01% 291
2018
Q1 		$148K Hold
1,000
– – ﹤0.01% 309
2017
Q4 		$174K Sell
1,000
-2
-0.2% -$323 ﹤0.01% 301
2017
Q3 		$149K Buy
1,002
+2
+0.2% +$301 ﹤0.01% 311
2017
Q2 		$154K Hold
1,000
– – ﹤0.01% 301
2017
Q1 		$169K Buy
+1,000
New +$172K ﹤0.01% 287

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SNA Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Snap-on (SNA) in Q3 2021, closing a stake of 19 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SNA in Q1 2017 and held it in 7 quarters. The position peaked at $174K in Q4 2017. 685 funds tracked by Wall St. Rank hold SNA as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Snap-on position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 19 Snap-on shares in Q3 2021, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Snap-on in Q1 2017 and held it in 7 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Snap-on position peaked at $174K in Q4 2017.
  • 685 funds tracked by Wall St. Rank held Snap-on as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.