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Bourgeon Capital Management’s Smith & Nephew SNN Stock Holding History

Bourgeon Capital Management’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
-9
Closed -$246 – 334
2023
Q4 		$246 Hold
9
– – ﹤0.01% 379
2023
Q3 		$223 Buy
+9
New +$253 ﹤0.01% 371

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

Bourgeon Capital Management's SNN Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Smith & Nephew (SNN) in Q1 2024, closing a stake of 9 shares — an estimated $246 sold.

Bourgeon Capital Management first reported a position in SNN in Q3 2023 and held it in 2 quarters. The position peaked at $246 in Q4 2023. 211 funds tracked by Wall St. Rank hold SNN as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Smith & Nephew position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 9 Smith & Nephew shares in Q1 2024, an estimated $246.
  • Bourgeon Capital Management first reported a position in Smith & Nephew in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Smith & Nephew position peaked at $246 in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.