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

Berman 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
2021 Q3	$5K	Sell	161 -83	-34%	-$3.27K	﹤0.01%	1441
2021 Q2	$10K	Buy	244 +54	+28%	+$2.27K	﹤0.01%	1142
2021 Q1	$7K	Hold	190	–	–	﹤0.01%	1174
2020 Q4	$8K	Sell	190 -51	-21%	-$2.02K	﹤0.01%	1015
2020 Q3	$9K	Sell	241 -103	-30%	-$4.15K	﹤0.01%	850
2020 Q2	$12K	Buy	344 +133	+63%	+$5.27K	﹤0.01%	696
2020 Q1	$6K	Buy	211 +67	+47%	+$2.97K	﹤0.01%	851
2019 Q4	$6K	Buy	144 +2	+1%	+$90	﹤0.01%	934
2019 Q3	$6K	Hold	142	–	–	﹤0.01%	906
2019 Q2	$6K	Buy	142 +1	+0.7%	+$41	﹤0.01%	916
2019 Q1	$5K	Hold	141	–	–	﹤0.01%	876
2018 Q4	$4K	Buy	+141	New	+$5.07K	﹤0.01%	758

Other funds holding SNN

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Berman Capital Advisors's SNN Position: Q3 2021 in Review

Berman Capital Advisors reduced its Smith & Nephew (SNN) stake by 34% in Q3 2021, selling an estimated $3.27K and leaving 161 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Berman Capital Advisors first reported a position in SNN in Q4 2018 and has held it in 12 quarters since. The position peaked at $12K in Q2 2020. 226 funds tracked by Wall St. Rank hold SNN as of Q3 2021.

Berman Capital Advisors held 161 shares of Smith & Nephew worth $5K as of Q3 2021.
Berman Capital Advisors sold 83 Smith & Nephew shares in Q3 2021, an estimated $3.27K.
Smith & Nephew made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1441 holding.
Berman Capital Advisors first reported a position in Smith & Nephew in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Smith & Nephew position peaked at $12K in Q2 2020.
226 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.