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Steward Financial Group’s Snap-on SNA Stock Holding History

Steward Financial Group’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
Q3 		$8K Buy
+32
New +$8.65K ﹤0.01% 464
2022
Q3 		– Sell
-20
Closed -$3K – 1132
2022
Q2 		$3K Buy
+20
New +$4.26K ﹤0.01% 483

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's SNA Position: Q3 2023 in Review

Steward Financial Group opened a new position in Snap-on (SNA) in Q3 2023: 32 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SNA as recently as Q2 2022.

Steward Financial Group first reported a position in SNA in Q2 2022 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold SNA as of Q3 2023.

  • Steward Financial Group held 32 shares of Snap-on worth $8K as of Q3 2023.
  • Snap-on was a new Steward Financial Group position in Q3 2023.
  • Snap-on made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #464 holding.
  • Steward Financial Group first reported a position in Snap-on in Q2 2022 and has held it in 2 quarters since.
  • 811 funds tracked by Wall St. Rank held Snap-on as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.