HWM
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HighMark Wealth Management’s Smith & Nephew SNN Stock Holding History

HighMark Wealth Management’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
Q3 		– Sell
-65
Closed -$1.61K – 618
2024
Q2 		$1.61K Hold
65
– – ﹤0.01% 481
2024
Q1 		$1.65K Hold
65
– – ﹤0.01% 485
2023
Q4 		$1.77K Hold
65
– – ﹤0.01% 476
2023
Q3 		$1.61K Sell
65
-24
-27% -$674 ﹤0.01% 476
2023
Q2 		$2.87K Sell
89
-25
-22% -$774 ﹤0.01% 421
2023
Q1 		$3.18K Hold
114
– – ﹤0.01% 461
2022
Q4 		$3.06K Hold
114
– – ﹤0.01% 396
2022
Q3 		$3K Hold
114
– – ﹤0.01% 401
2022
Q2 		$3K Hold
114
– – ﹤0.01% 410
2022
Q1 		$4K Buy
114
+28
+33% +$940 ﹤0.01% 395
2021
Q4 		$3K Hold
86
– – ﹤0.01% 415
2021
Q3 		$3K Sell
86
-9
-9% -$355 ﹤0.01% 424
2021
Q2 		$4K Hold
95
– – ﹤0.01% 399
2021
Q1 		$4K Sell
95
-14
-13% -$578 ﹤0.01% 372
2020
Q4 		$5K Hold
109
– – ﹤0.01% 338
2020
Q3 		$4K Hold
109
– – ﹤0.01% 354
2020
Q2 		$4K Buy
109
+80
+276% +$3.17K ﹤0.01% 342
2020
Q1 		$1K Sell
29
-10
-26% -$443 ﹤0.01% 342
2019
Q4 		$1K Buy
+39
New +$1.76K ﹤0.01% 376

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
CEI
Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

HighMark Wealth Management's SNN Position: Q3 2024 in Review

HighMark Wealth Management sold out of Smith & Nephew (SNN) in Q3 2024, closing a stake of 65 shares — an estimated $1.61K sold.

HighMark Wealth Management first reported a position in SNN in Q4 2019 and held it in 19 quarters. The position peaked at $5K in Q4 2020. 208 funds tracked by Wall St. Rank hold SNN as of Q3 2024.

  • HighMark Wealth Management reported no remaining Smith & Nephew position as of Q3 2024 after selling out during the quarter.
  • HighMark Wealth Management sold 65 Smith & Nephew shares in Q3 2024, an estimated $1.61K.
  • HighMark Wealth Management first reported a position in Smith & Nephew in Q4 2019 and held it in 19 quarters.
  • HighMark Wealth Management's Smith & Nephew position peaked at $5K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2024.

Based on HighMark Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.