EI
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Ellevest Inc’s Smith & Nephew SNN Stock Holding History

Ellevest Inc’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
-12,476
Closed -$389K – 457
2024
Q3 		$389K Buy
12,476
+1,173
+10% +$34.8K 0.02% 270
2024
Q2 		$280K Buy
11,303
+710
+7% +$17.7K 0.02% 326
2024
Q1 		$269K Buy
10,593
+650
+7% +$17.8K 0.02% 328
2023
Q4 		$271K Buy
+9,943
New +$246K 0.02% 314
2023
Q2 		– Sell
-5,006
Closed -$140K – 1432
2023
Q1 		$140K Buy
5,006
+34
+0.7% +$966 0.01% 383
2022
Q4 		$134K Buy
4,972
+1,321
+36% +$33.2K 0.01% 378
2022
Q3 		$85K Buy
3,651
+2,930
+406% +$75.1K 0.01% 454
2022
Q2 		$20K Buy
721
+357
+98% +$11.1K ﹤0.01% 758
2022
Q1 		$12K Sell
364
-913
-71% -$30.6K ﹤0.01% 853
2021
Q4 		$44K Buy
1,277
+620
+94% +$21.3K ﹤0.01% 541
2021
Q3 		$23K Sell
657
-47
-7% -$1.85K ﹤0.01% 642
2021
Q2 		$31K Sell
704
-28
-4% -$1.18K ﹤0.01% 564
2021
Q1 		$28K Buy
732
+99
+16% +$4.09K ﹤0.01% 594
2020
Q4 		$27K Sell
633
-179
-22% -$7.09K ﹤0.01% 577
2020
Q3 		$32K Sell
812
-138
-15% -$5.55K 0.01% 449
2020
Q2 		$36K Buy
950
+226
+31% +$8.96K 0.01% 406
2020
Q1 		$26K Buy
724
+611
+541% +$27.1K 0.01% 382
2019
Q4 		$5K Buy
113
+14
+14% +$632 ﹤0.01% 605
2019
Q3 		$5K Hold
99
– – ﹤0.01% 275
2019
Q2 		$4K Buy
+99
New +$4.1K ﹤0.01% 311

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 $8.82B AUM 7.52% 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

Ellevest Inc's SNN Position: Q4 2024 in Review

Ellevest Inc sold out of Smith & Nephew (SNN) in Q4 2024, closing a stake of 12,476 shares — an estimated $389K sold.

Ellevest Inc first reported a position in SNN in Q2 2019 and held it in 20 quarters. The position peaked at $389K in Q3 2024. 213 funds tracked by Wall St. Rank hold SNN as of Q4 2024.

  • Ellevest Inc reported no remaining Smith & Nephew position as of Q4 2024 after selling out during the quarter.
  • Ellevest Inc sold 12,476 Smith & Nephew shares in Q4 2024, an estimated $389K.
  • Ellevest Inc first reported a position in Smith & Nephew in Q2 2019 and held it in 20 quarters.
  • Ellevest Inc's Smith & Nephew position peaked at $389K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2024.

Based on Ellevest Inc's 13F filing for Q4 2024, filed 14 Feb 2025.