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First Trust Direct Indexing’s Smith & Nephew SNN Stock Holding History

First Trust Direct Indexing’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
-9,659
Closed -$301K – 772
2024
Q3 		$301K Buy
9,659
+626
+7% +$18.6K 0.02% 734
2024
Q2 		$224K Buy
9,033
+97
+1% +$2.42K 0.01% 784
2024
Q1 		$227K Sell
8,936
-275
-3% -$7.55K 0.02% 692
2023
Q4 		$251K Sell
9,211
-1,191
-11% -$29.5K 0.02% 634
2023
Q3 		$258K Sell
10,402
-4,185
-29% -$118K 0.03% 565
2023
Q2 		$470K Buy
14,587
+513
+4% +$15.9K 0.05% 429
2023
Q1 		$393K Buy
14,074
+3,582
+34% +$102K 0.05% 468
2022
Q4 		$282K Buy
+10,492
New +$263K 0.04% 526
2022
Q3 		– Sell
-9,593
Closed -$268K – 669
2022
Q2 		$268K Buy
9,593
+869
+10% +$27K 0.04% 505
2022
Q1 		$278K Buy
8,724
+2,388
+38% +$80.1K 0.03% 529
2021
Q4 		$219K Buy
6,336
+455
+8% +$15.6K 0.03% 585
2021
Q3 		$202K Sell
5,881
-2,811
-32% -$111K 0.03% 591
2021
Q2 		$378K Buy
+8,692
New +$366K 0.06% 402
2021
Q1 		– Sell
-3,997
Closed -$169K – 901
2020
Q4 		$169K Buy
+3,997
New +$158K 0.05% 382

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $33B AUM 40.62% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CEI
Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

First Trust Direct Indexing's SNN Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Smith & Nephew (SNN) in Q4 2024, closing a stake of 9,659 shares — an estimated $301K sold.

First Trust Direct Indexing first reported a position in SNN in Q4 2020 and held it in 14 quarters. The position peaked at $470K in Q2 2023. 214 funds tracked by Wall St. Rank hold SNN as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Smith & Nephew position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,659 Smith & Nephew shares in Q4 2024, an estimated $301K.
  • First Trust Direct Indexing first reported a position in Smith & Nephew in Q4 2020 and held it in 14 quarters.
  • First Trust Direct Indexing's Smith & Nephew position peaked at $470K in Q2 2023.
  • 214 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.