GW
SNN icon

GW & Wade’s Smith & Nephew SNN Stock Holding History

GW & Wade’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
2023
Q4 		$730K Buy
26,757
+4,409
+20% +$109K 0.02% 258
2023
Q3 		$554K Sell
22,348
-1,650
-7% -$46.3K 0.02% 263
2023
Q2 		$774K Buy
+23,998
New +$743K 0.03% 236

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GW & Wade's SNN Position: Q4 2023 in Review

GW & Wade increased its Smith & Nephew (SNN) stake by 20% in Q4 2023, buying an estimated $109K and bringing the position to 26,757 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #258.

GW & Wade first reported a position in SNN in Q2 2023 and has held it in 3 quarters since. The position peaked at $774K in Q2 2023. 220 funds tracked by Wall St. Rank hold SNN as of Q4 2023.

  • GW & Wade held 26,757 shares of Smith & Nephew worth $730K as of Q4 2023.
  • GW & Wade bought 4,409 Smith & Nephew shares in Q4 2023, an estimated $109K.
  • Smith & Nephew made up 0.02% of GW & Wade's portfolio in Q4 2023, its #258 holding.
  • GW & Wade first reported a position in Smith & Nephew in Q2 2023 and has held it in 3 quarters since.
  • GW & Wade's Smith & Nephew position peaked at $774K in Q2 2023.
  • 220 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.