Rowland Carmichael Advisors’s Smith & Nephew SNN Stock Holding History

Rowland Carmichael 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
2020 Q4	$285K	Buy	6,761 +1,530	+29%	+$60.6K	0.09%	238
2020 Q3	$205K	Sell	5,231 -243	-4%	-$9.78K	0.08%	266
2020 Q2	$209K	Buy	+5,474	New	+$217K	0.09%	254
2020 Q1	–	Sell	-4,355	Closed	-$209K	–	354
2019 Q4	$209K	Buy	+4,355	New	+$197K	0.07%	278
2019 Q1	–	Sell	-7,325	Closed	-$274K	–	340
2018 Q4	$274K	Sell	7,325 -6,417	-47%	-$231K	0.12%	186
2018 Q3	$510K	Buy	13,742 +1,416	+11%	+$51.1K	0.2%	134
2018 Q2	$463K	Buy	12,326 +1,296	+12%	+$48.2K	0.2%	141
2018 Q1	$421K	Buy	11,030 +435	+4%	+$15.7K	0.23%	132
2017 Q4	$371K	Buy	10,595 +725	+7%	+$26.4K	0.19%	156
2017 Q3	$359K	Sell	9,870 -75	-0.8%	-$2.67K	0.2%	159
2017 Q2	$347K	Sell	9,945 -1,970	-17%	-$66.7K	0.2%	151
2017 Q1	$369K	Hold	11,915	–	–	0.22%	133
2016 Q4	$358K	Buy	+11,915	New	+$351K	0.21%	147

Other funds holding SNN

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

PPA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Rowland Carmichael Advisors's SNN Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Smith & Nephew (SNN) stake by 29% in Q4 2020, buying an estimated $60.6K and bringing the position to 6,761 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #238.

Rowland Carmichael Advisors first reported a position in SNN in Q4 2016 and has held it in 13 quarters since. The position peaked at $510K in Q3 2018. 229 funds tracked by Wall St. Rank hold SNN as of Q4 2020.

Rowland Carmichael Advisors held 6,761 shares of Smith & Nephew worth $285K as of Q4 2020.
Rowland Carmichael Advisors bought 1,530 Smith & Nephew shares in Q4 2020, an estimated $60.6K.
Smith & Nephew made up 0.09% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #238 holding.
Rowland Carmichael Advisors first reported a position in Smith & Nephew in Q4 2016 and has held it in 13 quarters since.
Rowland Carmichael Advisors's Smith & Nephew position peaked at $510K in Q3 2018.
229 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.