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Beach Investment Counsel’s Smith & Nephew SNN Stock Holding History

Beach Investment Counsel’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
Q4 		– Sell
-3,797
Closed -$118K – 200
2024
Q3 		$118K Buy
+3,797
New +$113K 0.01% 149

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return

Beach Investment Counsel's SNN Position: Q4 2024 in Review

Beach Investment Counsel sold out of Smith & Nephew (SNN) in Q4 2024, closing a stake of 3,797 shares — an estimated $118K sold.

Beach Investment Counsel first reported a position in SNN in Q3 2024 and held it in 1 quarter. The position peaked at $118K in Q3 2024. 214 funds tracked by Wall St. Rank hold SNN as of Q4 2024.

  • Beach Investment Counsel reported no remaining Smith & Nephew position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 3,797 Smith & Nephew shares in Q4 2024, an estimated $118K.
  • Beach Investment Counsel first reported a position in Smith & Nephew in Q3 2024 and held it in 1 quarter.
  • Beach Investment Counsel's Smith & Nephew position peaked at $118K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.