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Lucus Advisors’s Snap-on SNA Stock Holding History

Lucus 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
2018
Q1 		$220K Buy
+1,493
New +$245K 0.38% 99

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lucus Advisors's SNA Position: Q1 2018 in Review

Lucus Advisors opened a new position in Snap-on (SNA) in Q1 2018: 1,493 shares worth $220K. The stake represents 0.38% of the portfolio and ranks #99 among its holdings.

619 funds tracked by Wall St. Rank hold SNA as of Q1 2018.

  • Lucus Advisors held 1,493 shares of Snap-on worth $220K as of Q1 2018.
  • Snap-on was a new Lucus Advisors position in Q1 2018.
  • Snap-on made up 0.38% of Lucus Advisors's portfolio in Q1 2018, its #99 holding.
  • 619 funds tracked by Wall St. Rank held Snap-on as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.