Next Financial Group’s Smith & Nephew SNN Stock Holding History

Next Financial Group’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
2021 Q4	$2K	Buy	52 +11	+27%	+$378	﹤0.01%	2644
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	2678
2021 Q2	$2K	Hold	41	–	–	﹤0.01%	2452
2021 Q1	$2K	Hold	41	–	–	﹤0.01%	2335
2020 Q4	$2K	Hold	41	–	–	﹤0.01%	2213
2020 Q3	$2K	Buy	+41	New	+$1.65K	﹤0.01%	2045
2015 Q2	–	Sell	-2,640	Closed	-$90K	–	1947
2015 Q1	$90K	Sell	2,640 -400	-13%	-$14.2K	0.03%	494
2014 Q4	$112K	Buy	+3,040	New	+$102K	0.04%	419

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

PPA

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

RJA

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

Next Financial Group's SNN Position: Q4 2021 in Review

Next Financial Group increased its Smith & Nephew (SNN) stake by 27% in Q4 2021, buying an estimated $378 and bringing the position to 52 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Next Financial Group first reported a position in SNN in Q4 2014 and has held it in 8 quarters since. The position peaked at $112K in Q4 2014. 224 funds tracked by Wall St. Rank hold SNN as of Q4 2021.

Next Financial Group held 52 shares of Smith & Nephew worth $2K as of Q4 2021.
Next Financial Group bought 11 Smith & Nephew shares in Q4 2021, an estimated $378.
Smith & Nephew made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2644 holding.
Next Financial Group first reported a position in Smith & Nephew in Q4 2014 and has held it in 8 quarters since.
Next Financial Group's Smith & Nephew position peaked at $112K in Q4 2014.
224 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.