Massachusetts Financial Services’s Schneider National SNDR Stock Holding History

Massachusetts Financial Services’s Portfolio SNDR Stock Details SNDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-864,716	Closed	-$24.7M	–	923
2024 Q3	$24.7M	Sell	864,716 -483,993	-36%	-$12.8M	0.01%	570
2024 Q2	$32.6M	Sell	1,348,709 -115,634	-8%	-$2.56M	0.01%	523
2024 Q1	$33.2M	Sell	1,464,343 -185,138	-11%	-$4.39M	0.01%	519
2023 Q4	$42M	Buy	1,649,481 +7,806	+0.5%	+$193K	0.01%	477
2023 Q3	$45.5M	Buy	1,641,675 +19,773	+1%	+$575K	0.02%	453
2023 Q2	$46.6M	Buy	1,621,902 +68,715	+4%	+$1.83M	0.02%	447
2023 Q1	$41.5M	Buy	1,553,187 +84,382	+6%	+$2.27M	0.01%	462
2022 Q4	$34.4M	Buy	1,468,805 +38,159	+3%	+$893K	0.01%	495
2022 Q3	$29M	Buy	1,430,646 +29,837	+2%	+$693K	0.01%	527
2022 Q2	$31.4M	Sell	1,400,809 -996,634	-42%	-$23M	0.01%	514
2022 Q1	$61.1M	Sell	2,397,443 -141,415	-6%	-$3.68M	0.02%	449
2021 Q4	$68.3M	Sell	2,538,858 -278,423	-10%	-$6.99M	0.02%	452
2021 Q3	$64.1M	Buy	2,817,281 +38,232	+1%	+$845K	0.02%	457
2021 Q2	$60.5M	Sell	2,779,049 -208,900	-7%	-$5.06M	0.02%	478
2021 Q1	$74.6M	Sell	2,987,949 -288,311	-9%	-$6.74M	0.02%	425
2020 Q4	$67.8M	Sell	3,276,260 -16,110	-0.5%	-$360K	0.02%	432
2020 Q3	$81.4M	Sell	3,292,370 -694,208	-17%	-$17.9M	0.03%	366
2020 Q2	$98.3M	Buy	3,986,578 +665,274	+20%	+$14.6M	0.04%	319
2020 Q1	$64.2M	Buy	3,321,304 +84,821	+3%	+$1.76M	0.03%	341
2019 Q4	$70.6M	Buy	3,236,483 +136,617	+4%	+$3.07M	0.03%	379
2019 Q3	$67.3M	Buy	3,099,866 +1,686,004	+119%	+$33.2M	0.03%	376
2019 Q2	$25.8M	Buy	1,413,862 +1,103,580	+356%	+$21.4M	0.01%	505
2019 Q1	$6.53M	Buy	+310,282	New	+$6.64M	﹤0.01%	646
2018 Q2	–	Sell	-1,001,625	Closed	-$26.1M	–	865
2018 Q1	$26.1M	Sell	1,001,625 -399,964	-29%	-$11M	0.01%	470
2017 Q4	$40M	Sell	1,401,589 -166,167	-11%	-$4.3M	0.02%	434
2017 Q3	$39.7M	Buy	1,567,756 +9,342	+0.6%	+$208K	0.02%	426
2017 Q2	$34.9M	Buy	+1,558,414	New	+$30.8M	0.02%	442

Other funds holding SNDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services's SNDR Position: Q4 2024 in Review

Massachusetts Financial Services sold out of Schneider National (SNDR) in Q4 2024, closing a stake of 864,716 shares — an estimated $24.7M sold.

Massachusetts Financial Services first reported a position in SNDR in Q2 2017 and held it in 27 quarters. The position peaked at $98.3M in Q2 2020. 266 funds tracked by Wall St. Rank hold SNDR as of Q4 2024.

Massachusetts Financial Services reported no remaining Schneider National position as of Q4 2024 after selling out during the quarter.
Massachusetts Financial Services sold 864,716 Schneider National shares in Q4 2024, an estimated $24.7M.
Massachusetts Financial Services first reported a position in Schneider National in Q2 2017 and held it in 27 quarters.
Massachusetts Financial Services's Schneider National position peaked at $98.3M in Q2 2020.
266 funds tracked by Wall St. Rank held Schneider National as of Q4 2024.

Based on Massachusetts Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.