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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 $7.03B AUM 11.68% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $5B AUM 58.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CEI
Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

Atlas Capital Advisors's SNN Position: Q1 2024 in Review

Atlas Capital Advisors sold out of Smith & Nephew (SNN) in Q1 2024, closing a stake of 665 shares — an estimated $18.1K sold.

Atlas Capital Advisors first reported a position in SNN in Q1 2020 and held it in 16 quarters. The position peaked at $596K in Q2 2020. 211 funds tracked by Wall St. Rank hold SNN as of Q1 2024.

  • Atlas Capital Advisors reported no remaining Smith & Nephew position as of Q1 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 665 Smith & Nephew shares in Q1 2024, an estimated $18.1K.
  • Atlas Capital Advisors first reported a position in Smith & Nephew in Q1 2020 and held it in 16 quarters.
  • Atlas Capital Advisors's Smith & Nephew position peaked at $596K in Q2 2020.
  • 211 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.