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Summit Global Investments’s Schneider National SNDR Stock Holding History

Summit Global Investments’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
-35,423
Closed -$948K – 610
2023
Q1 		$948K Sell
35,423
-20
-0.1% -$539 0.07% 256
2022
Q4 		$829K Buy
35,443
+1
+0% +$23 0.07% 228
2022
Q3 		$719K Sell
35,442
-3,010
-8% -$69.9K 0.07% 250
2022
Q2 		$861K Buy
38,452
+295
+0.8% +$6.8K 0.08% 237
2022
Q1 		$973K Buy
38,157
+19,057
+100% +$496K 0.07% 243
2021
Q4 		$514K Buy
+19,100
New +$479K 0.03% 352

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

Summit Global Investments's SNDR Position: Q2 2023 in Review

Summit Global Investments sold out of Schneider National (SNDR) in Q2 2023, closing a stake of 35,423 shares — an estimated $948K sold.

Summit Global Investments first reported a position in SNDR in Q4 2021 and held it in 6 quarters. The position peaked at $973K in Q1 2022. 232 funds tracked by Wall St. Rank hold SNDR as of Q2 2023.

  • Summit Global Investments reported no remaining Schneider National position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 35,423 Schneider National shares in Q2 2023, an estimated $948K.
  • Summit Global Investments first reported a position in Schneider National in Q4 2021 and held it in 6 quarters.
  • Summit Global Investments's Schneider National position peaked at $973K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held Schneider National as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.