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Next Financial Group’s Schneider National SNDR Stock Holding History

Next Financial Group’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
2021
Q4 		$12K Hold
457
– – ﹤0.01% 2123
2021
Q3 		$10K Buy
+457
New +$10.1K ﹤0.01% 2034

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State Street
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PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Next Financial Group held its Schneider National (SNDR) position steady in Q4 2021 at 457 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Next Financial Group first reported a position in SNDR in Q3 2021 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold SNDR as of Q4 2021.

  • Next Financial Group held 457 shares of Schneider National worth $12K as of Q4 2021.
  • Next Financial Group left its Schneider National share count unchanged in Q4 2021.
  • Schneider National made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2123 holding.
  • Next Financial Group first reported a position in Schneider National in Q3 2021 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held Schneider National as of Q4 2021.

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