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Simplicity Solutions’s Snap-on SNA Stock Holding History

Simplicity Solutions’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
Q4 		$254K Buy
+879
New +$237K 0.01% 888
2023
Q3 		– Sell
-759
Closed -$219K – 1077
2023
Q2 		$219K Buy
+759
New +$197K 0.01% 940
2017
Q3 		– Sell
-1,405
Closed -$222K – 350
2017
Q2 		$222K Buy
1,405
+98
+7% +$16K 0.03% 378
2017
Q1 		$220K Buy
+1,307
New +$225K 0.03% 366
2016
Q1 		– Sell
-1,906
Closed -$327K – 475
2015
Q4 		$327K Buy
+1,906
New +$317K 0.04% 533

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Simplicity Solutions's SNA Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Snap-on (SNA) in Q4 2023: 879 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in SNA as recently as Q2 2023.

Simplicity Solutions first reported a position in SNA in Q4 2015 and has held it in 5 quarters since. The position peaked at $327K in Q4 2015. 862 funds tracked by Wall St. Rank hold SNA as of Q4 2023.

  • Simplicity Solutions held 879 shares of Snap-on worth $254K as of Q4 2023.
  • Snap-on was a new Simplicity Solutions position in Q4 2023.
  • Snap-on made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #888 holding.
  • Simplicity Solutions first reported a position in Snap-on in Q4 2015 and has held it in 5 quarters since.
  • Simplicity Solutions's Snap-on position peaked at $327K in Q4 2015.
  • 862 funds tracked by Wall St. Rank held Snap-on as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.