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Tilia Fiduciary Partners’s Snap-on SNA Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-355
Closed -$102K – 424
2023
Q2 		$102K Hold
355
– – 0.09% 131
2023
Q1 		$87.6K Hold
355
– – 0.08% 152
2022
Q4 		$81.1K Hold
355
– – 0.08% 158
2022
Q3 		$74K Hold
355
– – 0.07% 158
2022
Q2 		$71K Hold
355
– – 0.07% 169
2022
Q1 		$73K Hold
355
– – 0.06% 183
2021
Q4 		$76K Buy
+355
New +$75.8K 0.06% 184

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

Tilia Fiduciary Partners's SNA Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Snap-on (SNA) in Q3 2023, closing a stake of 355 shares — an estimated $102K sold.

Tilia Fiduciary Partners first reported a position in SNA in Q4 2021 and held it in 7 quarters. The position peaked at $102K in Q2 2023. 812 funds tracked by Wall St. Rank hold SNA as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Snap-on position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 355 Snap-on shares in Q3 2023, an estimated $102K.
  • Tilia Fiduciary Partners first reported a position in Snap-on in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Snap-on position peaked at $102K in Q2 2023.
  • 812 funds tracked by Wall St. Rank held Snap-on as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.