WRF
SNDR icon

Waddell & Reed Financial’s Schneider National SNDR Stock Holding History

Waddell & Reed 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
2020
Q4 		– Sell
-217,834
Closed -$5.39M – 502
2020
Q3 		$5.39M Buy
+217,834
New +$5.62M 0.01% 424
2018
Q3 		– Sell
-240,000
Closed -$6.6M – 566
2018
Q2 		$6.6M Sell
240,000
-60,000
-20% -$1.67M 0.02% 471
2018
Q1 		$7.82M Hold
300,000
– – 0.02% 446
2017
Q4 		$8.57M Sell
300,000
-20,000
-6% -$518K 0.02% 447
2017
Q3 		$8.1M Buy
320,000
+45,000
+16% +$1M 0.02% 438
2017
Q2 		$6.15M Buy
+275,000
New +$5.44M 0.01% 469

Other funds holding SNDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Waddell & Reed Financial's SNDR Position: Q4 2020 in Review

Waddell & Reed Financial sold out of Schneider National (SNDR) in Q4 2020, closing a stake of 217,834 shares — an estimated $5.39M sold.

Waddell & Reed Financial first reported a position in SNDR in Q2 2017 and held it in 6 quarters. The position peaked at $8.57M in Q4 2017. 214 funds tracked by Wall St. Rank hold SNDR as of Q4 2020.

  • Waddell & Reed Financial reported no remaining Schneider National position as of Q4 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 217,834 Schneider National shares in Q4 2020, an estimated $5.39M.
  • Waddell & Reed Financial first reported a position in Schneider National in Q2 2017 and held it in 6 quarters.
  • Waddell & Reed Financial's Schneider National position peaked at $8.57M in Q4 2017.
  • 214 funds tracked by Wall St. Rank held Schneider National as of Q4 2020.

Based on Waddell & Reed Financial's 13F filing for Q4 2020, filed 12 Feb 2021.