Geller Advisors’s Smith & Nephew SNN Stock Holding History

Geller Advisors’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
2020 Q2	–	Sell	-7,620	Closed	-$273K	–	98
2020 Q1	$273K	Buy	+7,620	New	+$337K	0.08%	48

Other funds holding SNN

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geller Advisors's SNN Position: Q2 2020 in Review

Geller Advisors sold out of Smith & Nephew (SNN) in Q2 2020, closing a stake of 7,620 shares — an estimated $273K sold.

Geller Advisors first reported a position in SNN in Q1 2020 and held it in 1 quarter. The position peaked at $273K in Q1 2020. 239 funds tracked by Wall St. Rank hold SNN as of Q2 2020.

Geller Advisors reported no remaining Smith & Nephew position as of Q2 2020 after selling out during the quarter.
Geller Advisors sold 7,620 Smith & Nephew shares in Q2 2020, an estimated $273K.
Geller Advisors first reported a position in Smith & Nephew in Q1 2020 and held it in 1 quarter.
Geller Advisors's Smith & Nephew position peaked at $273K in Q1 2020.
239 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2020.

Based on Geller Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.