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Milestone Investment Advisors’s Snap-on SNA Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-31
Closed -$7.91K – 393
2023
Q3 		$7.91K Buy
+31
New +$8.38K ﹤0.01% 305
2023
Q2 		– Sell
-31
Closed -$7.65K – 389
2023
Q1 		$7.65K Buy
+31
New +$7.57K ﹤0.01% 309

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Milestone Investment Advisors's SNA Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Snap-on (SNA) in Q4 2023, closing a stake of 31 shares — an estimated $7.91K sold.

Milestone Investment Advisors first reported a position in SNA in Q1 2023 and held it in 2 quarters. The position peaked at $7.91K in Q3 2023. 863 funds tracked by Wall St. Rank hold SNA as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Snap-on position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 31 Snap-on shares in Q4 2023, an estimated $7.91K.
  • Milestone Investment Advisors first reported a position in Snap-on in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Snap-on position peaked at $7.91K in Q3 2023.
  • 863 funds tracked by Wall St. Rank held Snap-on as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.