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Concourse Financial Group Securities’s Smith & Nephew SNN Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-115
Closed -$2.9K – 1747
2024
Q4 		$2.9K Sell
115
-719
-86% -$19.1K ﹤0.01% 1973
2024
Q3 		$26K Sell
834
-102
-11% -$3.03K ﹤0.01% 1448
2024
Q2 		$23.2K Hold
936
– – ﹤0.01% 1468
2024
Q1 		$23.7K Sell
936
-219
-19% -$6.01K ﹤0.01% 1464
2023
Q4 		$31.5K Sell
1,155
-202
-15% -$5.01K ﹤0.01% 1329
2023
Q3 		$33.6K Sell
1,357
-134
-9% -$3.76K ﹤0.01% 1242
2023
Q2 		$48.1K Sell
1,491
-177
-11% -$5.48K ﹤0.01% 1102
2023
Q1 		$47.3K Sell
1,668
-276
-14% -$7.84K ﹤0.01% 1123
2022
Q4 		$52.3K Sell
1,944
-470
-19% -$11.8K ﹤0.01% 1052
2022
Q3 		$57K Sell
2,414
-390
-14% -$10K 0.01% 912
2022
Q2 		$78K Sell
2,804
-1,523
-35% -$47.4K 0.01% 913
2022
Q1 		$140K Sell
4,327
-736
-15% -$24.7K 0.01% 747
2021
Q4 		$175K Sell
5,063
-14
-0.3% -$481 0.01% 782
2021
Q3 		$176K Buy
5,077
+699
+16% +$27.5K 0.01% 759
2021
Q2 		$190K Buy
4,378
+327
+8% +$13.8K 0.01% 736
2021
Q1 		$154K Buy
4,051
+501
+14% +$20.7K 0.01% 763
2020
Q4 		$150K Buy
3,550
+422
+13% +$16.7K 0.01% 728
2020
Q3 		$122K Buy
3,128
+291
+10% +$11.7K 0.01% 713
2020
Q2 		$108K Sell
2,837
-139
-5% -$5.51K 0.01% 704
2020
Q1 		$107K Sell
2,976
-211
-7% -$9.35K 0.01% 633
2019
Q4 		$153K Buy
3,187
+1,535
+93% +$69.3K 0.02% 577
2019
Q3 		$79K Sell
1,652
-1,775
-52% -$81.6K 0.02% 494
2019
Q2 		$149K Buy
3,427
+332
+11% +$13.7K 0.02% 554
2019
Q1 		$124K Sell
3,095
-379
-11% -$14.6K 0.01% 620
2018
Q4 		$129K Sell
3,474
-118
-3% -$4.25K 0.02% 561
2018
Q3 		$133K Buy
+3,592
New +$130K 0.04% 361

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return

Concourse Financial Group Securities's SNN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Smith & Nephew (SNN) in Q1 2025, closing a stake of 115 shares — an estimated $2.9K sold.

Concourse Financial Group Securities first reported a position in SNN in Q3 2018 and held it in 26 quarters. The position peaked at $190K in Q2 2021. 224 funds tracked by Wall St. Rank hold SNN as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Smith & Nephew position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 115 Smith & Nephew shares in Q1 2025, an estimated $2.9K.
  • Concourse Financial Group Securities first reported a position in Smith & Nephew in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Smith & Nephew position peaked at $190K in Q2 2021.
  • 224 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.