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Ridgewood Investments’s Snap-on SNA Stock Holding History

Ridgewood Investments’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-118
Closed -$29.1K – 865
2023
Q1 		$29.1K Buy
+118
New +$28.8K 0.02% 412
2021
Q1 		– Sell
-3,669
Closed -$540K – 211
2020
Q4 		$540K Hold
3,669
– – 0.43% 78
2020
Q3 		$540K Sell
3,669
-264
-7% -$38.3K 0.42% 79
2020
Q2 		$545K Sell
3,933
-312
-7% -$39.6K 0.45% 73
2020
Q1 		$462K Buy
4,245
+581
+16% +$85.8K 0.47% 68
2019
Q4 		$621K Buy
3,664
+282
+8% +$46K 0.44% 72
2019
Q3 		$529K Buy
3,382
+1,833
+118% +$282K 0.41% 77
2019
Q2 		$257K Sell
1,549
-47
-3% -$7.64K 0.2% 142
2019
Q1 		$250K Buy
+1,596
New +$253K 0.21% 147

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Ridgewood Investments's SNA Position: Q2 2023 in Review

Ridgewood Investments sold out of Snap-on (SNA) in Q2 2023, closing a stake of 118 shares — an estimated $29.1K sold.

Ridgewood Investments first reported a position in SNA in Q1 2019 and held it in 9 quarters. The position peaked at $621K in Q4 2019. 817 funds tracked by Wall St. Rank hold SNA as of Q2 2023.

  • Ridgewood Investments reported no remaining Snap-on position as of Q2 2023 after selling out during the quarter.
  • Ridgewood Investments sold 118 Snap-on shares in Q2 2023, an estimated $29.1K.
  • Ridgewood Investments first reported a position in Snap-on in Q1 2019 and held it in 9 quarters.
  • Ridgewood Investments's Snap-on position peaked at $621K in Q4 2019.
  • 817 funds tracked by Wall St. Rank held Snap-on as of Q2 2023.

Based on Ridgewood Investments's 13F filing for Q2 2023, filed 7 Aug 2023.