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Morton Brown Family Wealth’s Schneider National SNDR Stock Holding History

Morton Brown Family Wealth’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
2022
Q3 		– Sell
-113
Closed -$3K – 322
2022
Q2 		$3K Buy
+113
New +$2.61K ﹤0.01% 183

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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

Morton Brown Family Wealth's SNDR Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Schneider National (SNDR) in Q3 2022, closing a stake of 113 shares — an estimated $3K sold.

Morton Brown Family Wealth first reported a position in SNDR in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 243 funds tracked by Wall St. Rank hold SNDR as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining Schneider National position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 113 Schneider National shares in Q3 2022, an estimated $3K.
  • Morton Brown Family Wealth first reported a position in Schneider National in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Schneider National position peaked at $3K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Schneider National as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.