SCA
SNDR icon

Stonebridge Capital Advisors’s Schneider National SNDR Stock Holding History

Stonebridge Capital Advisors’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
2023
Q2 		– Sell
-300
Closed -$8.03K – 988
2023
Q1 		$8.03K Hold
300
– – ﹤0.01% 644
2022
Q4 		$7.02K Hold
300
– – ﹤0.01% 655
2022
Q3 		$6K Buy
+300
New +$6.97K ﹤0.01% 666

Other funds holding SNDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stonebridge Capital Advisors's SNDR Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of Schneider National (SNDR) in Q2 2023, closing a stake of 300 shares — an estimated $8.03K sold.

Stonebridge Capital Advisors first reported a position in SNDR in Q3 2022 and held it in 3 quarters. The position peaked at $8.03K in Q1 2023. 232 funds tracked by Wall St. Rank hold SNDR as of Q2 2023.

  • Stonebridge Capital Advisors reported no remaining Schneider National position as of Q2 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 300 Schneider National shares in Q2 2023, an estimated $8.03K.
  • Stonebridge Capital Advisors first reported a position in Schneider National in Q3 2022 and held it in 3 quarters.
  • Stonebridge Capital Advisors's Schneider National position peaked at $8.03K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held Schneider National as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.