Vest Financial’s Schneider National SNDR Stock Holding History

Vest Financial’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	-9,535	Closed	-$243K	–	299
2023 Q4	$243K	Buy	+9,535	New	+$235K	0.01%	153

Other funds holding SNDR

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vest Financial's SNDR Position: Q1 2024 in Review

Vest Financial sold out of Schneider National (SNDR) in Q1 2024, closing a stake of 9,535 shares — an estimated $243K sold.

Vest Financial first reported a position in SNDR in Q4 2023 and held it in 1 quarter. The position peaked at $243K in Q4 2023. 254 funds tracked by Wall St. Rank hold SNDR as of Q1 2024.

Vest Financial reported no remaining Schneider National position as of Q1 2024 after selling out during the quarter.
Vest Financial sold 9,535 Schneider National shares in Q1 2024, an estimated $243K.
Vest Financial first reported a position in Schneider National in Q4 2023 and held it in 1 quarter.
Vest Financial's Schneider National position peaked at $243K in Q4 2023.
254 funds tracked by Wall St. Rank held Schneider National as of Q1 2024.

Based on Vest Financial's 13F filing for Q1 2024, filed 30 Apr 2024.