Patriot Financial Group Insurance Agency’s Schneider National SNDR Stock Holding History

Patriot Financial Group Insurance Agency’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	-65	Closed	-$1K	–	1724
2022 Q2	$1K	Hold	65	–	–	﹤0.01%	1948
2022 Q1	$2K	Buy	65 +32	+97%	+$833	﹤0.01%	1882
2021 Q4	$1K	Sell	33 -57	-63%	-$1.43K	﹤0.01%	2079
2021 Q3	$2K	Buy	90 +53	+143%	+$1.17K	﹤0.01%	1975
2021 Q2	$1K	Sell	37 -3	-8%	-$73	﹤0.01%	2021
2021 Q1	$1K	Sell	40 -5	-11%	-$117	﹤0.01%	1925
2020 Q4	$1K	Sell	45 -5	-10%	-$112	﹤0.01%	1803
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	1604
2020 Q2	$1K	Buy	+50	New	+$1.1K	﹤0.01%	1581
2019 Q2	–	Sell	-58	Closed	-$1K	–	1466
2019 Q1	$1K	Buy	+58	New	+$1.24K	﹤0.01%	1168

Other funds holding SNDR

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SNDR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Schneider National (SNDR) in Q3 2022, closing a stake of 65 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in SNDR in Q1 2019 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 244 funds tracked by Wall St. Rank hold SNDR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Schneider National position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 65 Schneider National shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Schneider National in Q1 2019 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Schneider National position peaked at $2K in Q1 2022.
244 funds tracked by Wall St. Rank held Schneider National as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.