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Aperio Group’s Smith & Nephew SNN Stock Holding History

Aperio Group’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$13M Sell
308,962
-33,265
-10% -$1.32M 0.04% 458
2020
Q3 		$13.4M Sell
342,227
-49,464
-13% -$1.99M 0.05% 384
2020
Q2 		$14.9M Sell
391,691
-41,046
-9% -$1.63M 0.06% 335
2020
Q1 		$15.5M Sell
432,737
-63,613
-13% -$2.82M 0.07% 281
2019
Q4 		$23.9M Buy
496,350
+1,142
+0.2% +$51.5K 0.09% 252
2019
Q3 		$23.8M Buy
495,208
+47,885
+11% +$2.2M 0.09% 241
2019
Q2 		$19.5M Buy
447,323
+21,913
+5% +$907K 0.08% 287
2019
Q1 		$17.1M Buy
425,410
+16,916
+4% +$650K 0.07% 296
2018
Q4 		$15.3M Sell
408,494
-16,503
-4% -$594K 0.08% 284
2018
Q3 		$15.8M Buy
424,997
+503
+0.1% +$18.1K 0.07% 317
2018
Q2 		$15.9M Buy
424,494
+16,149
+4% +$600K 0.08% 300
2018
Q1 		$15.6M Buy
408,345
+20,549
+5% +$743K 0.08% 304
2017
Q4 		$13.6M Buy
387,796
+8,503
+2% +$309K 0.07% 332
2017
Q3 		$13.8M Buy
379,293
+36,108
+11% +$1.28M 0.08% 309
2017
Q2 		$12M Buy
343,185
+19,639
+6% +$665K 0.07% 320
2017
Q1 		$10M Sell
323,546
-1,127
-0.3% -$34.5K 0.07% 342
2016
Q4 		$9.77M Sell
324,673
-103,905
-24% -$3.06M 0.07% 307
2016
Q3 		$14M Buy
428,578
+27,537
+7% +$923K 0.1% 239
2016
Q2 		$13.8M Buy
401,041
+44,667
+13% +$1.51M 0.11% 221
2016
Q1 		$11.9M Sell
356,374
-7,275
-2% -$238K 0.1% 234
2015
Q4 		$12.9M Buy
363,649
+12,521
+4% +$429K 0.12% 196
2015
Q3 		$12.3M Buy
351,128
+26,838
+8% +$957K 0.13% 192
2015
Q2 		$11M Buy
324,290
+5,933
+2% +$206K 0.11% 223
2015
Q1 		$10.9M Buy
318,357
+6,480
+2% +$229K 0.12% 202
2014
Q4 		$11.5M Sell
311,877
-540,636
-63% -$18.2M 0.14% 171
2014
Q3 		$11.5M Buy
852,513
+529,718
+164% +$18.5M 0.16% 164
2014
Q2 		$11.5M Buy
322,795
+28,465
+10% +$932K 0.17% 154
2014
Q1 		$9M Buy
+294,330
New +$8.9M 0.13% 191
2013
Q4 		– Sell
-191,458
Closed -$5.05M – 230
2013
Q3 		$4.78M Buy
191,458
+34,968
+22% +$844K 0.09% 283
2013
Q2 		$3.51M Buy
+156,490
New +$3.63M 0.08% 299

Other funds holding SNN

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aperio Group's SNN Position: Q4 2020 in Review

Aperio Group reduced its Smith & Nephew (SNN) stake by 9.7% in Q4 2020, selling an estimated $1.32M and leaving 308,962 shares worth $13M. The position accounts for 0.04% of the portfolio, ranked #458.

Aperio Group first reported a position in SNN in Q2 2013 and has held it in 30 quarters since. The position peaked at $23.9M in Q4 2019. 230 funds tracked by Wall St. Rank hold SNN as of Q4 2020.

  • Aperio Group held 308,962 shares of Smith & Nephew worth $13M as of Q4 2020.
  • Aperio Group sold 33,265 Smith & Nephew shares in Q4 2020, an estimated $1.32M.
  • Smith & Nephew made up 0.04% of Aperio Group's portfolio in Q4 2020, its #458 holding.
  • Aperio Group first reported a position in Smith & Nephew in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Smith & Nephew position peaked at $23.9M in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.