SSG
SNDR icon

Summit Securities Group’s Schneider National SNDR Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-1
Closed – – 848
2023
Q4 		$0 Buy
+1
New +$25 ﹤0.01% 887
2022
Q4 		– Sell
-194
Closed -$4K – 1362
2022
Q3 		$4K Buy
+194
New +$4.5K ﹤0.01% 840

Other funds holding SNDR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Summit Securities Group's SNDR Position: Q1 2024 in Review

Summit Securities Group sold out of Schneider National (SNDR) in Q1 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in SNDR in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 254 funds tracked by Wall St. Rank hold SNDR as of Q1 2024.

  • Summit Securities Group reported no remaining Schneider National position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 Schneider National share in Q1 2024.
  • Summit Securities Group first reported a position in Schneider National in Q3 2022 and held it in 2 quarters.
  • Summit Securities Group's Schneider National position peaked at $4K in Q3 2022.
  • 254 funds tracked by Wall St. Rank held Schneider National as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.