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RFP Financial Group’s Schneider National SNDR Stock Holding History

RFP 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
2024
Q3 		– Sell
-151
Closed -$3.65K – 681
2024
Q2 		$3.65K Hold
151
– – ﹤0.01% 625
2024
Q1 		$3.42K Hold
151
– – ﹤0.01% 583
2023
Q4 		$3.84K Buy
+151
New +$3.73K ﹤0.01% 587

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFP Financial Group's SNDR Position: Q3 2024 in Review

RFP Financial Group sold out of Schneider National (SNDR) in Q3 2024, closing a stake of 151 shares — an estimated $3.65K sold.

RFP Financial Group first reported a position in SNDR in Q4 2023 and held it in 3 quarters. The position peaked at $3.84K in Q4 2023. 245 funds tracked by Wall St. Rank hold SNDR as of Q3 2024.

  • RFP Financial Group reported no remaining Schneider National position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 151 Schneider National shares in Q3 2024, an estimated $3.65K.
  • RFP Financial Group first reported a position in Schneider National in Q4 2023 and held it in 3 quarters.
  • RFP Financial Group's Schneider National position peaked at $3.84K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held Schneider National as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.