Weld Capital Management’s Schneider National SNDR Stock Holding History

Weld Capital Management’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 Q1	–	Sell	-19,520	Closed	-$426K	–	682
2019 Q4	$426K	Buy	+19,520	New	+$439K	0.08%	395
2019 Q3	–	Sell	-36,165	Closed	-$660K	–	980
2019 Q2	$660K	Sell	36,165 -20,968	-37%	-$406K	0.12%	295
2019 Q1	$1.2M	Sell	57,133 -12,151	-18%	-$260K	0.22%	163
2018 Q4	$1.29M	Buy	+69,284	New	+$1.49M	0.29%	88

Other funds holding SNDR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

ABC

Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Weld Capital Management's SNDR Position: Q1 2020 in Review

Weld Capital Management sold out of Schneider National (SNDR) in Q1 2020, closing a stake of 19,520 shares — an estimated $426K sold.

Weld Capital Management first reported a position in SNDR in Q4 2018 and held it in 4 quarters. The position peaked at $1.29M in Q4 2018. 163 funds tracked by Wall St. Rank hold SNDR as of Q1 2020.

Weld Capital Management reported no remaining Schneider National position as of Q1 2020 after selling out during the quarter.
Weld Capital Management sold 19,520 Schneider National shares in Q1 2020, an estimated $426K.
Weld Capital Management first reported a position in Schneider National in Q4 2018 and held it in 4 quarters.
Weld Capital Management's Schneider National position peaked at $1.29M in Q4 2018.
163 funds tracked by Wall St. Rank held Schneider National as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.