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Zullo Investment Group’s Snap-on SNA Stock Holding History

Zullo Investment Group’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-280
Closed -$64K – 611
2022
Q4 		$64K Buy
280
+28
+11% +$6.33K 0.04% 244
2022
Q3 		$51K Buy
252
+25
+11% +$5.39K 0.03% 269
2022
Q2 		$45K Buy
227
+50
+28% +$10.7K 0.03% 294
2022
Q1 		$36K Buy
177
+141
+392% +$29.7K 0.02% 342
2021
Q4 		$8K Buy
+36
New +$7.69K ﹤0.01% 580

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zullo Investment Group's SNA Position: Q1 2023 in Review

Zullo Investment Group sold out of Snap-on (SNA) in Q1 2023, closing a stake of 280 shares — an estimated $64K sold.

Zullo Investment Group first reported a position in SNA in Q4 2021 and held it in 5 quarters. The position peaked at $64K in Q4 2022. 790 funds tracked by Wall St. Rank hold SNA as of Q1 2023.

  • Zullo Investment Group reported no remaining Snap-on position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 280 Snap-on shares in Q1 2023, an estimated $64K.
  • Zullo Investment Group first reported a position in Snap-on in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Snap-on position peaked at $64K in Q4 2022.
  • 790 funds tracked by Wall St. Rank held Snap-on as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.