Moody Aldrich Partners’s Snap-on SNA Stock Holding History

Moody Aldrich Partners’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 Q2	–	Sell	-5,474	Closed	-$1.35M	–	177
2023 Q1	$1.35M	Hold	5,474	–	–	0.27%	108
2022 Q4	$1.25M	Hold	5,474	–	–	0.25%	109
2022 Q3	$1.1M	Hold	5,474	–	–	0.23%	113
2022 Q2	$1.08M	Buy	+5,474	New	+$1.17M	0.21%	101

Other funds holding SNA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Moody Aldrich Partners's SNA Position: Q2 2023 in Review

Moody Aldrich Partners sold out of Snap-on (SNA) in Q2 2023, closing a stake of 5,474 shares — an estimated $1.35M sold.

Moody Aldrich Partners first reported a position in SNA in Q2 2022 and held it in 4 quarters. The position peaked at $1.35M in Q1 2023. 816 funds tracked by Wall St. Rank hold SNA as of Q2 2023.

Moody Aldrich Partners reported no remaining Snap-on position as of Q2 2023 after selling out during the quarter.
Moody Aldrich Partners sold 5,474 Snap-on shares in Q2 2023, an estimated $1.35M.
Moody Aldrich Partners first reported a position in Snap-on in Q2 2022 and held it in 4 quarters.
Moody Aldrich Partners's Snap-on position peaked at $1.35M in Q1 2023.
816 funds tracked by Wall St. Rank held Snap-on as of Q2 2023.

Based on Moody Aldrich Partners's 13F filing for Q2 2023, filed 28 Jul 2023.