Zacks Investment Management’s Schneider National SNDR Stock Holding History

Zacks Investment 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
2022 Q4	–	Sell	-126,958	Closed	-$2.58M	–	655
2022 Q3	$2.58M	Buy	126,958 +109	+0.1%	+$2.53K	0.04%	235
2022 Q2	$2.84M	Sell	126,849 -3,705	-3%	-$85.5K	0.04%	222
2022 Q1	$3.33M	Buy	+130,554	New	+$3.4M	0.05%	222
2019 Q1	–	Sell	-86,153	Closed	-$1.61M	–	591
2018 Q4	$1.61M	Sell	86,153 -22,666	-21%	-$486K	0.04%	261
2018 Q3	$2.72M	Buy	108,819 +6,616	+6%	+$177K	0.06%	223
2018 Q2	$2.81M	Sell	102,203 -12,588	-11%	-$350K	0.06%	213
2018 Q1	$2.99M	Buy	+114,791	New	+$3.16M	0.07%	202

Other funds holding SNDR

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

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

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

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

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Zacks Investment Management's SNDR Position: Q4 2022 in Review

Zacks Investment Management sold out of Schneider National (SNDR) in Q4 2022, closing a stake of 126,958 shares — an estimated $2.58M sold.

Zacks Investment Management first reported a position in SNDR in Q1 2018 and held it in 7 quarters. The position peaked at $3.33M in Q1 2022. 243 funds tracked by Wall St. Rank hold SNDR as of Q4 2022.

Zacks Investment Management reported no remaining Schneider National position as of Q4 2022 after selling out during the quarter.
Zacks Investment Management sold 126,958 Schneider National shares in Q4 2022, an estimated $2.58M.
Zacks Investment Management first reported a position in Schneider National in Q1 2018 and held it in 7 quarters.
Zacks Investment Management's Schneider National position peaked at $3.33M in Q1 2022.
243 funds tracked by Wall St. Rank held Schneider National as of Q4 2022.

Based on Zacks Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.