RFA
SNN icon

Reilly Financial Advisors’s Smith & Nephew SNN Stock Holding History

Reilly Financial Advisors’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 		$2.17M Buy
62,571
+266
+0.4% +$9.14K 0.16% 94
2021
Q3 		$2.14M Buy
62,305
+6,057
+11% +$239K 0.18% 89
2021
Q2 		$2.44M Buy
56,248
+466
+0.8% +$19.6K 0.2% 77
2021
Q1 		$2.11M Buy
55,782
+5,645
+11% +$233K 0.19% 82
2020
Q4 		$2.11M Buy
50,137
+1,095
+2% +$43.4K 0.2% 79
2020
Q3 		$1.92M Buy
49,042
+5,813
+13% +$234K 0.21% 75
2020
Q2 		$1.65M Buy
43,229
+2,990
+7% +$118K 0.19% 75
2020
Q1 		$1.44M Buy
40,239
+135
+0.3% +$5.98K 0.21% 74
2019
Q4 		$1.93M Sell
40,104
-533
-1% -$24.1K 0.22% 78
2019
Q3 		$1.96M Sell
40,637
-2,455
-6% -$113K 0.24% 72
2019
Q2 		$1.88M Buy
43,092
+42,025
+3,939% +$1.74M 0.24% 80
2019
Q1 		$43K Hold
1,067
– – 0.01% 374
2018
Q4 		$40K Hold
1,067
– – 0.01% 370
2018
Q3 		$40K Sell
1,067
-334
-24% -$12K 0.01% 409
2018
Q2 		$53K Hold
1,401
– – 0.01% 304
2018
Q1 		$53K Buy
1,401
+334
+31% +$12.1K 0.01% 296
2017
Q4 		$37K Hold
1,067
– – 0.01% 370
2017
Q3 		$39K Hold
1,067
– – 0.01% 347
2017
Q2 		$37K Hold
1,067
– – 0.01% 358
2017
Q1 		$33K Hold
1,067
– – 0.01% 366
2016
Q4 		$32K Hold
1,067
– – 0.01% 353
2016
Q3 		$35K Hold
1,067
– – 0.01% 316
2016
Q2 		$37K Hold
1,067
– – 0.01% 291
2016
Q1 		$36K Hold
1,067
– – 0.01% 445
2015
Q4 		$38K Hold
1,067
– – 0.01% 439
2015
Q3 		$37K Hold
1,067
– – 0.01% 443
2015
Q2 		$36K Hold
1,067
– – 0.01% 506
2015
Q1 		$36K Buy
+1,067
New +$37.8K 0.01% 493

Other funds holding SNN

NI
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
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of Montreal
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

Reilly Financial Advisors's SNN Position: Q4 2021 in Review

Reilly Financial Advisors increased its Smith & Nephew (SNN) stake by 0.43% in Q4 2021, buying an estimated $9.14K and bringing the position to 62,571 shares worth $2.17M. The position accounts for 0.16% of the portfolio, ranked #94.

Reilly Financial Advisors first reported a position in SNN in Q1 2015 and has held it in 28 quarters since. The position peaked at $2.44M in Q2 2021. 225 funds tracked by Wall St. Rank hold SNN as of Q4 2021.

  • Reilly Financial Advisors held 62,571 shares of Smith & Nephew worth $2.17M as of Q4 2021.
  • Reilly Financial Advisors bought 266 Smith & Nephew shares in Q4 2021, an estimated $9.14K.
  • Smith & Nephew made up 0.16% of Reilly Financial Advisors's portfolio in Q4 2021, its #94 holding.
  • Reilly Financial Advisors first reported a position in Smith & Nephew in Q1 2015 and has held it in 28 quarters since.
  • Reilly Financial Advisors's Smith & Nephew position peaked at $2.44M in Q2 2021.
  • 225 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.