Whittier Trust’s Schneider National SNDR Stock Holding History

Whittier Trust’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	-1,251	Closed	-$34.6K	–	1658
2023 Q3	$34.6K	Buy	+1,251	New	+$36.4K	﹤0.01%	999

Other funds holding SNDR

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

Whittier Trust's SNDR Position: Q4 2023 in Review

Whittier Trust sold out of Schneider National (SNDR) in Q4 2023, closing a stake of 1,251 shares — an estimated $34.6K sold.

Whittier Trust first reported a position in SNDR in Q3 2023 and held it in 1 quarter. The position peaked at $34.6K in Q3 2023. 242 funds tracked by Wall St. Rank hold SNDR as of Q4 2023.

Whittier Trust reported no remaining Schneider National position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 1,251 Schneider National shares in Q4 2023, an estimated $34.6K.
Whittier Trust first reported a position in Schneider National in Q3 2023 and held it in 1 quarter.
Whittier Trust's Schneider National position peaked at $34.6K in Q3 2023.
242 funds tracked by Wall St. Rank held Schneider National as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.