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Syntax Advisors’s Snap-on SNA Stock Holding History

Syntax Advisors’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 		$241K Buy
+943
New +$255K 0.21% 113
2022
Q1 		– Sell
-953
Closed -$205K – 238
2021
Q4 		$205K Buy
+953
New +$204K 0.15% 214

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

Syntax Advisors's SNA Position: Q3 2023 in Review

Syntax Advisors opened a new position in Snap-on (SNA) in Q3 2023: 943 shares worth $241K. The stake represents 0.21% of the portfolio and ranks #113 among its holdings. This is a return to the name: Syntax Advisors previously reported a position in SNA as recently as Q4 2021.

Syntax Advisors first reported a position in SNA in Q4 2021 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold SNA as of Q3 2023.

  • Syntax Advisors held 943 shares of Snap-on worth $241K as of Q3 2023.
  • Snap-on was a new Syntax Advisors position in Q3 2023.
  • Snap-on made up 0.21% of Syntax Advisors's portfolio in Q3 2023, its #113 holding.
  • Syntax Advisors first reported a position in Snap-on in Q4 2021 and has held it in 2 quarters since.
  • 811 funds tracked by Wall St. Rank held Snap-on as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.