Syverson Strege & Co’s Snap-on SNA Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-5	Closed	-$1.23K	–	529
2023 Q1	$1.23K	Buy	+5	New	+$1.22K	﹤0.01%	569
2021 Q4	–	Sell	-10	Closed	-$2K	–	455
2021 Q3	$2K	Buy	+10	New	+$2.22K	﹤0.01%	407

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Syverson Strege & Co's SNA Position: Q2 2023 in Review

Syverson Strege & Co sold out of Snap-on (SNA) in Q2 2023, closing a stake of 5 shares — an estimated $1.23K sold.

Syverson Strege & Co first reported a position in SNA in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 816 funds tracked by Wall St. Rank hold SNA as of Q2 2023.

Syverson Strege & Co reported no remaining Snap-on position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 5 Snap-on shares in Q2 2023, an estimated $1.23K.
Syverson Strege & Co first reported a position in Snap-on in Q3 2021 and held it in 2 quarters.
Syverson Strege & Co's Snap-on position peaked at $2K in Q3 2021.
816 funds tracked by Wall St. Rank held Snap-on as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.