Glassman Wealth Services’s Smith & Nephew SNN Stock Holding History

Glassman Wealth Services’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	-392	Closed	-$10.7K	–	1563
2023 Q4	$10.7K	Buy	392 +7	+2%	+$173	﹤0.01%	867
2023 Q3	$9.54K	Sell	385 -171	-31%	-$4.8K	﹤0.01%	871
2023 Q2	$17.9K	Hold	556	–	–	﹤0.01%	650
2023 Q1	$15.5K	Buy	556 +228	+70%	+$6.48K	﹤0.01%	694
2022 Q4	$8.82K	Sell	328 -40	-11%	-$1K	﹤0.01%	863
2022 Q3	$9K	Buy	368 +299	+433%	+$7.66K	﹤0.01%	837
2022 Q2	$2K	Sell	69 -511	-88%	-$15.9K	﹤0.01%	1287
2022 Q1	$19K	Buy	580 +520	+867%	+$17.5K	﹤0.01%	665
2021 Q4	$2K	Sell	60 -228	-79%	-$7.83K	﹤0.01%	1242
2021 Q3	$10K	Sell	288 -87	-23%	-$3.43K	﹤0.01%	778
2021 Q2	$16K	Buy	375 +4	+1%	+$168	﹤0.01%	636
2021 Q1	$14K	Sell	371 -73	-16%	-$3.01K	﹤0.01%	639
2020 Q4	$19K	Buy	444 +184	+71%	+$7.28K	﹤0.01%	548
2020 Q3	$10K	Buy	260 +138	+113%	+$5.55K	﹤0.01%	620
2020 Q2	$5K	Buy	122 +115	+1,643%	+$4.56K	﹤0.01%	633
2020 Q1	$0	Hold	7	–	–	﹤0.01%	1526
2019 Q4	$0	Buy	+7	New	+$316	﹤0.01%	1460

Other funds holding SNN

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return