LGL Partners’s Smith & Nephew SNN Stock Holding History

LGL Partners’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
2022 Q4	–	Sell	-14,486	Closed	-$336K	–	147
2022 Q3	$336K	Buy	+14,486	New	+$371K	0.07%	83

Other funds holding SNN

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

FMI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LGL Partners's SNN Position: Q4 2022 in Review

LGL Partners sold out of Smith & Nephew (SNN) in Q4 2022, closing a stake of 14,486 shares — an estimated $336K sold.

LGL Partners first reported a position in SNN in Q3 2022 and held it in 1 quarter. The position peaked at $336K in Q3 2022. 203 funds tracked by Wall St. Rank hold SNN as of Q4 2022.

LGL Partners reported no remaining Smith & Nephew position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 14,486 Smith & Nephew shares in Q4 2022, an estimated $336K.
LGL Partners first reported a position in Smith & Nephew in Q3 2022 and held it in 1 quarter.
LGL Partners's Smith & Nephew position peaked at $336K in Q3 2022.
203 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.