SNDR β€” SCHNEIDER NATIONAL INC

Ownership history in MCF Advisors LLC  Β·  12 quarters on record

This page tracks every 13F SEC filing in which MCF Advisors LLC reported a position in SCHNEIDER NATIONAL INC (SNDR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

MCF Advisors LLC Γ— SNDR AI Analytics

πŸ“‰ MCF Advisors LLC underperformed the S&P 500 by –27.1% annually on this SNDR position. Maximum drawdown during holding period: –26.9%.

πŸ“ˆ Position Alpha vs SPY
-27.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 27.1% ann.
10 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–26.9%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 5 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SNDR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1 β€” 0% 0.00% $22 $21.00
2025 Q2 UNCHANGED 1 β€” 0% 0.00% $25 $23.87
2025 Q1 UNCHANGED 1 β€” 0% 0.00% $23 $22.50
2024 Q4 UNCHANGED 1 β€” 0% 0.00% $30 $28.71
2024 Q3 UNCHANGED 1 β€” 0% 0.00% $29 $27.90
2024 Q2 UNCHANGED 1 β€” 0% 0.00% $25 $23.54
2024 Q1 UNCHANGED 1 β€” 0% 0.00% $23 $21.97
2023 Q4 UNCHANGED 1 β€” 0% 0.00% $26 $24.59
2023 Q3 UNCHANGED 1 β€” 0% 0.00% $28 $26.65
2023 Q2 UNCHANGED 1 β€” 0% 0.00% $29 $27.55
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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