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Moran Wealth Management’s Schneider National SNDR Stock Holding History

Moran Wealth Management’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
Q2 		– Sell
-24,245
Closed -$549K – 430
2024
Q1 		$549K Buy
24,245
+789
+3% +$18.7K 0.02% 323
2023
Q4 		$597K Sell
23,456
-2,037
-8% -$50.3K 0.02% 330
2023
Q3 		$706K Buy
25,493
+660
+3% +$19.2K 0.03% 284
2023
Q2 		$713K Sell
24,833
-1,370
-5% -$36.5K 0.03% 278
2023
Q1 		$701K Buy
26,203
+1,660
+7% +$44.7K 0.03% 277
2022
Q4 		$574K Buy
+24,543
New +$574K 0.02% 291

Other funds holding SNDR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moran Wealth Management's SNDR Position: Q2 2024 in Review

Moran Wealth Management sold out of Schneider National (SNDR) in Q2 2024, closing a stake of 24,245 shares — an estimated $549K sold.

Moran Wealth Management first reported a position in SNDR in Q4 2022 and held it in 6 quarters. The position peaked at $713K in Q2 2023. 232 funds tracked by Wall St. Rank hold SNDR as of Q2 2024.

  • Moran Wealth Management reported no remaining Schneider National position as of Q2 2024 after selling out during the quarter.
  • Moran Wealth Management sold 24,245 Schneider National shares in Q2 2024, an estimated $549K.
  • Moran Wealth Management first reported a position in Schneider National in Q4 2022 and held it in 6 quarters.
  • Moran Wealth Management's Schneider National position peaked at $713K in Q2 2023.
  • 232 funds tracked by Wall St. Rank held Schneider National as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.