HGERS
SNN icon

Householder Group Estate & Retirement Specialist’s Smith & Nephew SNN Stock Holding History

Householder Group Estate & Retirement Specialist’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
-250
Closed -$7K – 1120
2024
Q3 		$7K Hold
250
– – ﹤0.01% 887
2024
Q2 		$6K Hold
250
– – ﹤0.01% 921
2024
Q1 		$6.34K Buy
+250
New +$6.86K ﹤0.01% 899

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $30.5B AUM 29.95% 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 $3.44B AUM 33.8% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SNN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Smith & Nephew (SNN) in Q4 2024, closing a stake of 250 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in SNN in Q1 2024 and held it in 3 quarters. The position peaked at $7K in Q3 2024. 214 funds tracked by Wall St. Rank hold SNN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Smith & Nephew position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 250 Smith & Nephew shares in Q4 2024, an estimated $7K.
  • Householder Group Estate & Retirement Specialist first reported a position in Smith & Nephew in Q1 2024 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Smith & Nephew position peaked at $7K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.