Next Financial Group’s Snap-on SNA Stock Holding History

Next Financial Group’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
2021 Q4	$45K	Buy	212 +110	+108%	+$23.5K	﹤0.01%	1515
2021 Q3	$21K	Hold	102	–	–	﹤0.01%	1782
2021 Q2	$23K	Sell	102 -13	-11%	-$3.11K	﹤0.01%	1697
2021 Q1	$27K	Sell	115 -1,875	-94%	-$369K	﹤0.01%	1537
2020 Q4	$341K	Buy	+1,990	New	+$333K	0.03%	511
2020 Q1	–	Sell	-8	Closed	-$1K	–	2381
2019 Q4	$1K	Sell	8 -11	-58%	-$1.79K	﹤0.01%	2299
2019 Q3	$3K	Hold	19	–	–	﹤0.01%	2039
2019 Q2	$3K	Sell	19 -8	-30%	-$1.3K	﹤0.01%	2038
2019 Q1	$5K	Buy	27 +16	+145%	+$2.54K	﹤0.01%	1271
2018 Q4	$2K	Buy	+11	New	+$1.74K	﹤0.01%	1763
2017 Q4	–	Sell	-14	Closed	-$2K	–	1240
2017 Q3	$2K	Hold	14	–	–	﹤0.01%	1621
2017 Q2	$2K	Hold	14	–	–	﹤0.01%	1758
2017 Q1	$2K	Hold	14	–	–	﹤0.01%	1728
2016 Q4	$2K	Hold	14	–	–	﹤0.01%	2194
2016 Q3	$2K	Hold	14	–	–	﹤0.01%	2184
2016 Q2	$2K	Hold	14	–	–	﹤0.01%	1610
2016 Q1	$2K	Hold	14	–	–	﹤0.01%	1564
2015 Q4	$2K	Sell	14 -50	-78%	-$8.32K	﹤0.01%	1617
2015 Q3	$9K	Hold	64	–	–	﹤0.01%	1256
2015 Q2	$10K	Hold	64	–	–	﹤0.01%	1272
2015 Q1	$9K	Hold	64	–	–	﹤0.01%	1294
2014 Q4	$9K	Hold	64	–	–	﹤0.01%	1298
2014 Q3	$8K	Buy	+64	New	+$7.87K	﹤0.01%	1877

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

Next Financial Group's SNA Position: Q4 2021 in Review

Next Financial Group increased its Snap-on (SNA) stake by 108% in Q4 2021, buying an estimated $23.5K and bringing the position to 212 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Next Financial Group first reported a position in SNA in Q3 2014 and has held it in 23 quarters since. The position peaked at $341K in Q4 2020. 722 funds tracked by Wall St. Rank hold SNA as of Q4 2021.

Next Financial Group held 212 shares of Snap-on worth $45K as of Q4 2021.
Next Financial Group bought 110 Snap-on shares in Q4 2021, an estimated $23.5K.
Snap-on made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1515 holding.
Next Financial Group first reported a position in Snap-on in Q3 2014 and has held it in 23 quarters since.
Next Financial Group's Snap-on position peaked at $341K in Q4 2020.
722 funds tracked by Wall St. Rank held Snap-on as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.