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Squar Milner Financial Services’s Snap-on SNA Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-49
Closed -$5K – 625
2020
Q1 		$5K Hold
49
– – ﹤0.01% 601
2019
Q4 		$8K Buy
+49
New +$7.99K ﹤0.01% 604
2019
Q3 		– Sell
-17
Closed -$3K – 629
2019
Q2 		$3K Sell
17
-16
-48% -$2.6K ﹤0.01% 686
2019
Q1 		$5K Hold
33
– – ﹤0.01% 668
2018
Q4 		$5K Sell
33
-58
-64% -$9.17K ﹤0.01% 573
2018
Q3 		$17K Hold
91
– – 0.02% 433
2018
Q2 		$15K Buy
+91
New +$13.8K 0.01% 524

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Squar Milner Financial Services's SNA Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Snap-on (SNA) in Q2 2020, closing a stake of 49 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in SNA in Q2 2018 and held it in 7 quarters. The position peaked at $17K in Q3 2018. 541 funds tracked by Wall St. Rank hold SNA as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Snap-on position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 49 Snap-on shares in Q2 2020, an estimated $5K.
  • Squar Milner Financial Services first reported a position in Snap-on in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Snap-on position peaked at $17K in Q3 2018.
  • 541 funds tracked by Wall St. Rank held Snap-on as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.