Morton Brown Family Wealth’s Snap-on SNA Stock Holding History

Morton Brown Family Wealth’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	-7	Closed	-$1.73K	–	272
2023 Q1	$1.73K	Buy	+7	New	+$1.71K	﹤0.01%	210

Other funds holding SNA

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morton Brown Family Wealth's SNA Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Snap-on (SNA) in Q2 2023, closing a stake of 7 shares — an estimated $1.73K sold.

Morton Brown Family Wealth first reported a position in SNA in Q1 2023 and held it in 1 quarter. The position peaked at $1.73K in Q1 2023. 817 funds tracked by Wall St. Rank hold SNA as of Q2 2023.

Morton Brown Family Wealth reported no remaining Snap-on position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 7 Snap-on shares in Q2 2023, an estimated $1.73K.
Morton Brown Family Wealth first reported a position in Snap-on in Q1 2023 and held it in 1 quarter.
Morton Brown Family Wealth's Snap-on position peaked at $1.73K in Q1 2023.
817 funds tracked by Wall St. Rank held Snap-on as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.