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

Lenox 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
2020 Q2	$8K	Buy	213 +41	+24%	+$1.63K	﹤0.01%	468
2020 Q1	$6K	Sell	172 -14	-8%	-$620	﹤0.01%	472
2019 Q4	$9K	Hold	186	–	–	﹤0.01%	462
2019 Q3	$8K	Buy	186 +17	+10%	+$781	﹤0.01%	484
2019 Q2	$7K	Buy	169 +29	+21%	+$1.2K	﹤0.01%	474
2019 Q1	$6K	Sell	140 -21,874	-99%	-$841K	﹤0.01%	499
2018 Q4	$590K	Buy	+22,014	New	+$792K	0.2%	81

Other funds holding SNN

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

FMI

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Management's SNN Position: Q2 2020 in Review

Lenox Wealth Management increased its Smith & Nephew (SNN) stake by 24% in Q2 2020, buying an estimated $1.63K and bringing the position to 213 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Lenox Wealth Management first reported a position in SNN in Q4 2018 and has held it in 7 quarters since. The position peaked at $590K in Q4 2018. 239 funds tracked by Wall St. Rank hold SNN as of Q2 2020.

Lenox Wealth Management held 213 shares of Smith & Nephew worth $8K as of Q2 2020.
Lenox Wealth Management bought 41 Smith & Nephew shares in Q2 2020, an estimated $1.63K.
Smith & Nephew made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #468 holding.
Lenox Wealth Management first reported a position in Smith & Nephew in Q4 2018 and has held it in 7 quarters since.
Lenox Wealth Management's Smith & Nephew position peaked at $590K in Q4 2018.
239 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.