HIA
SNN icon

Harbor Investment Advisory’s Smith & Nephew SNN Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-5
Closed -$127 – 1430
2024
Q1 		$127 Buy
+5
New +$137 ﹤0.01% 1308
2022
Q3 		– Sell
-4,270
Closed -$119K – 1392
2022
Q2 		$119K Buy
4,270
+1,828
+75% +$56.9K 0.02% 456
2022
Q1 		$78K Buy
2,442
+437
+22% +$14.7K 0.01% 610
2021
Q4 		$69K Buy
+2,005
New +$68.9K 0.01% 649

Other funds holding SNN

FMI
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Harbor Investment Advisory's SNN Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Smith & Nephew (SNN) in Q2 2024, closing a stake of 5 shares — an estimated $127 sold.

Harbor Investment Advisory first reported a position in SNN in Q4 2021 and held it in 4 quarters. The position peaked at $119K in Q2 2022. 207 funds tracked by Wall St. Rank hold SNN as of Q2 2024.

  • Harbor Investment Advisory reported no remaining Smith & Nephew position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 5 Smith & Nephew shares in Q2 2024, an estimated $127.
  • Harbor Investment Advisory first reported a position in Smith & Nephew in Q4 2021 and held it in 4 quarters.
  • Harbor Investment Advisory's Smith & Nephew position peaked at $119K in Q2 2022.
  • 207 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.