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Orion Portfolio Solutions’s Smith & Nephew SNN Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-8,104
Closed -$201K – 1842
2024
Q2 		$201K Buy
8,104
+111
+1% +$2.77K ﹤0.01% 1644
2024
Q1 		$203K Buy
7,993
+304
+4% +$8.34K ﹤0.01% 1617
2023
Q4 		$213K Sell
7,689
-2,552
-25% -$63.2K ﹤0.01% 1549
2023
Q3 		$254K Sell
10,241
-1,927
-16% -$54.1K ﹤0.01% 1462
2023
Q2 		$392K Sell
12,168
-1,646
-12% -$50.9K ﹤0.01% 1303
2023
Q1 		$386K Buy
+13,814
New +$393K ﹤0.01% 1249
2020
Q3 		– Sell
-56
Closed -$2K – 1795
2020
Q2 		$2K Sell
56
-50
-47% -$1.98K ﹤0.01% 1827
2020
Q1 		$4K Buy
106
+2
+2% +$89 ﹤0.01% 1398
2019
Q4 		$5K Buy
+104
New +$4.69K ﹤0.01% 1275

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Orion Portfolio Solutions's SNN Position: Q3 2024 in Review

Orion Portfolio Solutions sold out of Smith & Nephew (SNN) in Q3 2024, closing a stake of 8,104 shares — an estimated $201K sold.

Orion Portfolio Solutions first reported a position in SNN in Q4 2019 and held it in 9 quarters. The position peaked at $392K in Q2 2023. 207 funds tracked by Wall St. Rank hold SNN as of Q3 2024.

  • Orion Portfolio Solutions reported no remaining Smith & Nephew position as of Q3 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,104 Smith & Nephew shares in Q3 2024, an estimated $201K.
  • Orion Portfolio Solutions first reported a position in Smith & Nephew in Q4 2019 and held it in 9 quarters.
  • Orion Portfolio Solutions's Smith & Nephew position peaked at $392K in Q2 2023.
  • 207 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2024.

Based on Orion Portfolio Solutions's 13F filing for Q3 2024, filed 15 Nov 2024.