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Atlas Capital Advisors’s Smith & Nephew SNN Stock Holding History

Atlas Capital Advisors’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
2024
Q1 		– Sell
-665
Closed -$18.1K – 953
2023
Q4 		$18.1K Hold
665
– – ﹤0.01% 700
2023
Q3 		$16.5K Sell
665
-799
-55% -$22.4K ﹤0.01% 656
2023
Q2 		$47.2K Hold
1,464
– – 0.01% 582
2023
Q1 		$40.9K Hold
1,464
– – 0.01% 588
2022
Q4 		$39.4K Hold
1,464
– – 0.01% 580
2022
Q3 		$34K Hold
1,464
– – 0.01% 582
2022
Q2 		$40.9K Hold
1,464
– – 0.01% 594
2022
Q1 		$46.7K Hold
1,464
– – 0.01% 552
2021
Q4 		$50.7K Sell
1,464
-5,828
-80% -$200K 0.01% 533
2021
Q3 		$250K Sell
7,292
-3,930
-35% -$155K 0.04% 317
2021
Q2 		$487K Sell
11,222
-1,095
-9% -$46.1K 0.08% 209
2021
Q1 		$467K Buy
12,317
+997
+9% +$41.2K 0.09% 207
2020
Q4 		$477K Sell
11,320
-2,928
-21% -$116K 0.1% 189
2020
Q3 		$557K Sell
14,248
-1,387
-9% -$55.8K 0.13% 168
2020
Q2 		$596K Sell
15,635
-657
-4% -$26K 0.14% 151
2020
Q1 		$584K Buy
+16,292
New +$722K 0.17% 133

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return