SIM
SNEX icon

SummerHaven Investment Management’s StoneX SNEX Stock Holding History

SummerHaven Investment Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$945K Sell
11,713
-1,507
-11% -$114K 0.58% 57
2025
Q4 		$838K Hold
13,220
– – 0.48% 109
2025
Q3 		$889K Sell
13,220
-10,216
-44% -$650K 0.52% 77
2025
Q2 		$1.42M Buy
23,436
+265
+1% +$14.9K 0.93% 9
2025
Q1 		$1.18M Buy
23,171
+295
+1% +$14.8K 0.82% 8
2024
Q4 		$996K Hold
22,876
– – 0.61% 38
2024
Q3 		$832K Sell
22,876
-5,697
-20% -$202K 0.51% 103
2024
Q2 		$956K Buy
28,573
+448
+2% +$14.3K 0.63% 52
2024
Q1 		$878K Buy
28,125
+317
+1% +$9.52K 0.55% 79
2023
Q4 		$912K Buy
27,808
+362
+1% +$10.3K 0.59% 52
2023
Q3 		$788K Sell
27,446
-2,352
-8% -$64.8K 0.58% 39
2023
Q2 		$734K Sell
29,798
-3,939
-12% -$105K 0.47% 101
2023
Q1 		$1.03M Buy
33,737
+591
+2% +$16.9K 0.6% 43
2022
Q4 		$936K Buy
33,146
+398
+1% +$11K 0.56% 52
2022
Q3 		$805K Buy
+32,748
New +$840K 0.56% 43

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return