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Ulland Investment Advisors’s Snap-on SNA Stock Holding History

Ulland Investment 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
2024
Q2 		– Sell
-100
Closed -$30K – 239
2024
Q1 		$30K Hold
100
– – 0.02% 131
2023
Q4 		$29K Hold
100
– – 0.03% 120
2023
Q3 		$26K Hold
100
– – 0.03% 126
2023
Q2 		$29K Hold
100
– – 0.03% 120
2023
Q1 		$25K Hold
100
– – 0.03% 118
2022
Q4 		$23K Hold
100
– – 0.03% 126
2022
Q3 		$20K Hold
100
– – 0.02% 134
2022
Q2 		$20K Hold
100
– – 0.02% 145
2022
Q1 		$21K Hold
100
– – 0.02% 149
2021
Q4 		$22K Buy
+100
New +$21.4K 0.01% 142

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Ulland Investment Advisors's SNA Position: Q2 2024 in Review

Ulland Investment Advisors sold out of Snap-on (SNA) in Q2 2024, closing a stake of 100 shares — an estimated $30K sold.

Ulland Investment Advisors first reported a position in SNA in Q4 2021 and held it in 10 quarters. The position peaked at $30K in Q1 2024. 869 funds tracked by Wall St. Rank hold SNA as of Q2 2024.

  • Ulland Investment Advisors reported no remaining Snap-on position as of Q2 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 100 Snap-on shares in Q2 2024, an estimated $30K.
  • Ulland Investment Advisors first reported a position in Snap-on in Q4 2021 and held it in 10 quarters.
  • Ulland Investment Advisors's Snap-on position peaked at $30K in Q1 2024.
  • 869 funds tracked by Wall St. Rank held Snap-on as of Q2 2024.

Based on Ulland Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.