Janiczek Wealth Management’s Smith & Nephew SNN Stock Holding History

Janiczek 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 Q2	$4.83K	Hold	195	–	–	﹤0.01%	746
2024 Q1	$4.95K	Hold	195	–	–	﹤0.01%	765
2023 Q4	$5.32K	Buy	195 +86	+79%	+$2.13K	﹤0.01%	745
2023 Q3	$2.7K	Hold	109	–	–	﹤0.01%	797
2023 Q2	$3.52K	Hold	109	–	–	﹤0.01%	703
2023 Q1	$3.27K	Hold	109	–	–	﹤0.01%	721
2022 Q4	$3.08K	Buy	+109	New	+$2.74K	﹤0.01%	722
2022 Q3	–	Sell	-1,008	Closed	-$26K	–	1047
2022 Q2	$26K	Sell	1,008 -562	-36%	-$17.5K	0.01%	432
2022 Q1	$50K	Buy	1,570 +753	+92%	+$25.3K	0.01%	304
2021 Q4	$28K	Sell	817 -286	-26%	-$9.82K	0.01%	430
2021 Q3	$38K	Buy	1,103 +202	+22%	+$7.96K	0.01%	337
2021 Q2	$39K	Buy	901 +315	+54%	+$13.3K	0.01%	303
2021 Q1	$22K	Sell	586 -80	-12%	-$3.3K	0.01%	387
2020 Q4	$28K	Buy	666 +302	+83%	+$12K	0.01%	294
2020 Q3	$14K	Buy	+364	New	+$14.7K	0.01%	197

Other funds holding SNN

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Janiczek Wealth Management's SNN Position: Q2 2024 in Review

Janiczek Wealth Management held its Smith & Nephew (SNN) position steady in Q2 2024 at 195 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Janiczek Wealth Management first reported a position in SNN in Q3 2020 and has held it in 15 quarters since. The position peaked at $50K in Q1 2022. 207 funds tracked by Wall St. Rank hold SNN as of Q2 2024.

Janiczek Wealth Management held 195 shares of Smith & Nephew worth $4.83K as of Q2 2024.
Janiczek Wealth Management left its Smith & Nephew share count unchanged in Q2 2024.
Smith & Nephew made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #746 holding.
Janiczek Wealth Management first reported a position in Smith & Nephew in Q3 2020 and has held it in 15 quarters since.
Janiczek Wealth Management's Smith & Nephew position peaked at $50K in Q1 2022.
207 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.