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West Family Investments’s Schneider National SNDR Stock Holding History

West Family Investments’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
2023
Q4 		– Sell
-8,121
Closed -$225K – 261
2023
Q3 		$225K Hold
8,121
– – 0.08% 196
2023
Q2 		$233K Sell
8,121
-354
-4% -$9.42K 0.09% 200
2023
Q1 		$227K Buy
+8,475
New +$228K 0.09% 165

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West Family Investments's SNDR Position: Q4 2023 in Review

West Family Investments sold out of Schneider National (SNDR) in Q4 2023, closing a stake of 8,121 shares — an estimated $225K sold.

West Family Investments first reported a position in SNDR in Q1 2023 and held it in 3 quarters. The position peaked at $233K in Q2 2023. 243 funds tracked by Wall St. Rank hold SNDR as of Q4 2023.

  • West Family Investments reported no remaining Schneider National position as of Q4 2023 after selling out during the quarter.
  • West Family Investments sold 8,121 Schneider National shares in Q4 2023, an estimated $225K.
  • West Family Investments first reported a position in Schneider National in Q1 2023 and held it in 3 quarters.
  • West Family Investments's Schneider National position peaked at $233K in Q2 2023.
  • 243 funds tracked by Wall St. Rank held Schneider National as of Q4 2023.

Based on West Family Investments's 13F filing for Q4 2023, filed 6 Feb 2024.