MIA
SNDR icon

Milestone Investment Advisors’s Schneider National SNDR Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-60
Closed -$1.66K – 395
2023
Q3 		$1.66K Buy
+60
New +$1.75K ﹤0.01% 396
2023
Q2 		– Sell
-60
Closed -$1.6K – 391
2023
Q1 		$1.6K Buy
+60
New +$1.62K ﹤0.01% 407

Other funds holding SNDR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Schneider National (SNDR) in Q4 2023, closing a stake of 60 shares — an estimated $1.66K sold.

Milestone Investment Advisors first reported a position in SNDR in Q1 2023 and held it in 2 quarters. The position peaked at $1.66K in Q3 2023. 242 funds tracked by Wall St. Rank hold SNDR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Schneider National position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 60 Schneider National shares in Q4 2023, an estimated $1.66K.
  • Milestone Investment Advisors first reported a position in Schneider National in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Schneider National position peaked at $1.66K in Q3 2023.
  • 242 funds tracked by Wall St. Rank held Schneider National as of Q4 2023.

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