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Princeton Portfolio Strategies Group’s Sonida Senior Living SNDA Stock Holding History

Princeton Portfolio Strategies Group’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,033
Closed -$195K – 163
2017
Q3 		$195K Buy
+1,033
New +$203K 0.05% 169

Other funds holding SNDA

APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Princeton Portfolio Strategies Group's SNDA Position: Q4 2017 in Review

Princeton Portfolio Strategies Group sold out of Sonida Senior Living (SNDA) in Q4 2017, closing a stake of 1,033 shares — an estimated $195K sold.

Princeton Portfolio Strategies Group first reported a position in SNDA in Q3 2017 and held it in 1 quarter. The position peaked at $195K in Q3 2017. 88 funds tracked by Wall St. Rank hold SNDA as of Q4 2017.

  • Princeton Portfolio Strategies Group reported no remaining Sonida Senior Living position as of Q4 2017 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 1,033 Sonida Senior Living shares in Q4 2017, an estimated $195K.
  • Princeton Portfolio Strategies Group first reported a position in Sonida Senior Living in Q3 2017 and held it in 1 quarter.
  • Princeton Portfolio Strategies Group's Sonida Senior Living position peaked at $195K in Q3 2017.
  • 88 funds tracked by Wall St. Rank held Sonida Senior Living as of Q4 2017.

Based on Princeton Portfolio Strategies Group's 13F filing for Q4 2017, filed 12 Feb 2018.