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Financial Gravity Asset Management’s Smith & Nephew SNN Stock Holding History

Financial Gravity Asset 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
-14
Closed -$367 – 1306
2023
Q4 		$367 Buy
+14
New +$347 ﹤0.01% 935
2021
Q3 		$34K Sell
309
-29
-9% -$1.14K 0.02% 676
2021
Q2 		$43K Buy
+338
New +$14.2K 0.02% 617
2020
Q4 		$8K Buy
+191
New +$7.56K 0.01% 199
2019
Q4 		$48K Sell
2,317
-1,366
-37% -$61.6K 0.03% 670
2019
Q3 		$177K Sell
3,683
-1,082
-23% -$49.7K 0.15% 130
2019
Q2 		$207K Sell
4,765
-1,203
-20% -$49.8K 0.17% 141
2019
Q1 		$241K Buy
+5,968
New +$229K 0.19% 112
2018
Q3 		$153K Buy
4,710
+467
+11% +$16.8K 0.16% 157
2018
Q2 		$149K Buy
4,243
+1,023
+32% +$38K 0.14% 163
2018
Q1 		$123K Buy
+3,220
New +$116K 0.13% 166

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $5B AUM 58.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CEI
Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

Financial Gravity Asset Management's SNN Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Smith & Nephew (SNN) in Q1 2024, closing a stake of 14 shares — an estimated $367 sold.

Financial Gravity Asset Management first reported a position in SNN in Q1 2018 and held it in 11 quarters. The position peaked at $241K in Q1 2019. 211 funds tracked by Wall St. Rank hold SNN as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Smith & Nephew position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 14 Smith & Nephew shares in Q1 2024, an estimated $367.
  • Financial Gravity Asset Management first reported a position in Smith & Nephew in Q1 2018 and held it in 11 quarters.
  • Financial Gravity Asset Management's Smith & Nephew position peaked at $241K in Q1 2019.
  • 211 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.