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Greenleaf Trust’s Smith & Nephew SNN Stock Holding History

Greenleaf Trust’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
-7,711
Closed -$240K – 853
2024
Q3 		$240K Buy
+7,711
New +$229K ﹤0.01% 742
2020
Q4 		– Sell
-5,428
Closed -$212K – 635
2020
Q3 		$212K Sell
5,428
-2,304
-30% -$92.7K ﹤0.01% 511
2020
Q2 		$295K Buy
7,732
+1,554
+25% +$61.6K 0.01% 403
2020
Q1 		$222K Sell
6,178
-4,876
-44% -$216K ﹤0.01% 402
2019
Q4 		$531K Sell
11,054
-157
-1% -$7.09K 0.01% 281
2019
Q3 		$540K Buy
11,211
+973
+10% +$44.7K 0.01% 267
2019
Q2 		$446K Buy
10,238
+104
+1% +$4.3K 0.01% 303
2019
Q1 		$406K Buy
10,134
+23
+0.2% +$884 0.01% 307
2018
Q4 		$378K Sell
10,111
-389
-4% -$14K 0.01% 311
2018
Q3 		$389K Sell
10,500
-406
-4% -$14.6K 0.01% 334
2018
Q2 		$409K Buy
10,906
+892
+9% +$33.1K 0.01% 316
2018
Q1 		$382K Buy
10,014
+650
+7% +$23.5K 0.01% 288
2017
Q4 		$328K Sell
9,364
-4,543
-33% -$165K 0.01% 318
2017
Q3 		$506K Buy
13,907
+7,975
+134% +$283K 0.01% 229
2017
Q2 		$207K Buy
+5,932
New +$201K ﹤0.01% 341

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

Greenleaf Trust's SNN Position: Q4 2024 in Review

Greenleaf Trust sold out of Smith & Nephew (SNN) in Q4 2024, closing a stake of 7,711 shares — an estimated $240K sold.

Greenleaf Trust first reported a position in SNN in Q2 2017 and held it in 15 quarters. The position peaked at $540K in Q3 2019. 214 funds tracked by Wall St. Rank hold SNN as of Q4 2024.

  • Greenleaf Trust reported no remaining Smith & Nephew position as of Q4 2024 after selling out during the quarter.
  • Greenleaf Trust sold 7,711 Smith & Nephew shares in Q4 2024, an estimated $240K.
  • Greenleaf Trust first reported a position in Smith & Nephew in Q2 2017 and held it in 15 quarters.
  • Greenleaf Trust's Smith & Nephew position peaked at $540K in Q3 2019.
  • 214 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2024.

Based on Greenleaf Trust's 13F filing for Q4 2024, filed 24 Jan 2025.