NinePointTwo Capital’s Schneider National SNDR Stock Holding History

NinePointTwo Capital’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
2023 Q4	–	Sell	-9,478	Closed	-$262K	–	285
2023 Q3	$262K	Hold	9,478	–	–	0.11%	89
2023 Q2	$272K	Sell	9,478 -289	-3%	-$7.69K	0.11%	80
2023 Q1	$261K	Hold	9,767	–	–	0.1%	106
2022 Q4	$228K	Sell	9,767 -8,705	-47%	-$204K	0.09%	84
2022 Q3	$374K	Sell	18,472 -1,884	-9%	-$43.7K	0.15%	47
2022 Q2	$455K	Buy	20,356 +11,654	+134%	+$269K	0.16%	37
2022 Q1	$221K	Buy	8,702 +445	+5%	+$11.6K	0.06%	175
2021 Q4	$222K	Buy	+8,257	New	+$207K	0.07%	144

Other funds holding SNDR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NinePointTwo Capital's SNDR Position: Q4 2023 in Review

NinePointTwo Capital sold out of Schneider National (SNDR) in Q4 2023, closing a stake of 9,478 shares — an estimated $262K sold.

NinePointTwo Capital first reported a position in SNDR in Q4 2021 and held it in 8 quarters. The position peaked at $455K in Q2 2022. 242 funds tracked by Wall St. Rank hold SNDR as of Q4 2023.

NinePointTwo Capital reported no remaining Schneider National position as of Q4 2023 after selling out during the quarter.
NinePointTwo Capital sold 9,478 Schneider National shares in Q4 2023, an estimated $262K.
NinePointTwo Capital first reported a position in Schneider National in Q4 2021 and held it in 8 quarters.
NinePointTwo Capital's Schneider National position peaked at $455K in Q2 2022.
242 funds tracked by Wall St. Rank held Schneider National as of Q4 2023.

Based on NinePointTwo Capital's 13F filing for Q4 2023, filed 14 Feb 2024.