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Carroll Financial Associates’s Smith & Nephew SNN Stock Holding History

Carroll Financial Associates’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
Q4 		$5K Buy
+167
New +$5.74K ﹤0.01% 1352
2019
Q3 		– Sell
-1
Closed – – 1694
2019
Q2 		$0 Sell
1
-4
-80% -$166 ﹤0.01% 1703
2019
Q1 		$0 Hold
5
– – ﹤0.01% 1492
2018
Q4 		$0 Buy
+5
New +$180 ﹤0.01% 1391

Other funds holding SNN

NI
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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carroll Financial Associates's SNN Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in Smith & Nephew (SNN) in Q4 2021: 167 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1352 among its holdings. This is a return to the name: Carroll Financial Associates previously reported a position in SNN as recently as Q2 2019.

Carroll Financial Associates first reported a position in SNN in Q4 2018 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold SNN as of Q4 2021.

  • Carroll Financial Associates held 167 shares of Smith & Nephew worth $5K as of Q4 2021.
  • Smith & Nephew was a new Carroll Financial Associates position in Q4 2021.
  • Smith & Nephew made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1352 holding.
  • Carroll Financial Associates first reported a position in Smith & Nephew in Q4 2018 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.