OIA
SNDR icon

Optimum Investment Advisors’s Schneider National SNDR Stock Holding History

Optimum Investment Advisors’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
Q2 		– Sell
-225
Closed -$6K – 889
2022
Q1 		$6K Buy
+225
New +$5.86K ﹤0.01% 718

Other funds holding SNDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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

Optimum Investment Advisors's SNDR Position: Q2 2022 in Review

Optimum Investment Advisors sold out of Schneider National (SNDR) in Q2 2022, closing a stake of 225 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in SNDR in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 255 funds tracked by Wall St. Rank hold SNDR as of Q2 2022.

  • Optimum Investment Advisors reported no remaining Schneider National position as of Q2 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 225 Schneider National shares in Q2 2022, an estimated $6K.
  • Optimum Investment Advisors first reported a position in Schneider National in Q1 2022 and held it in 1 quarter.
  • Optimum Investment Advisors's Schneider National position peaked at $6K in Q1 2022.
  • 255 funds tracked by Wall St. Rank held Schneider National as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.