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Sowell Financial Services’s Schneider National SNDR Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-49
Closed -$1K – 2382
2021
Q1 		$1K Sell
49
-128
-72% -$2.99K ﹤0.01% 3009
2020
Q4 		$4K Buy
177
+128
+261% +$2.86K ﹤0.01% 2353
2020
Q3 		$1K Hold
49
– – ﹤0.01% 2426
2020
Q2 		$1K Hold
49
– – ﹤0.01% 2363
2020
Q1 		$1K Hold
49
– – ﹤0.01% 2314
2019
Q4 		$1K Hold
49
– – ﹤0.01% 2420
2019
Q3 		$1K Buy
+49
New +$965 ﹤0.01% 2303

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's SNDR Position: Q2 2021 in Review

Sowell Financial Services sold out of Schneider National (SNDR) in Q2 2021, closing a stake of 49 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in SNDR in Q3 2019 and held it in 7 quarters. The position peaked at $4K in Q4 2020. 211 funds tracked by Wall St. Rank hold SNDR as of Q2 2021.

  • Sowell Financial Services reported no remaining Schneider National position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 49 Schneider National shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Schneider National in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Schneider National position peaked at $4K in Q4 2020.
  • 211 funds tracked by Wall St. Rank held Schneider National as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.