SS
SNN icon

Simplicity Solutions’s Smith & Nephew SNN Stock Holding History

Simplicity 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
2023
Q4 		$324K Buy
11,865
+2,451
+26% +$60.7K 0.01% 810
2023
Q3 		$233K Sell
9,414
-14
-0.1% -$393 0.01% 848
2023
Q2 		$304K Buy
9,428
+1,075
+13% +$33.3K 0.01% 822
2023
Q1 		$233K Buy
+8,353
New +$237K 0.01% 945

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Solutions's SNN Position: Q4 2023 in Review

Simplicity Solutions increased its Smith & Nephew (SNN) stake by 26% in Q4 2023, buying an estimated $60.7K and bringing the position to 11,865 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #810.

Simplicity Solutions first reported a position in SNN in Q1 2023 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold SNN as of Q4 2023.

  • Simplicity Solutions held 11,865 shares of Smith & Nephew worth $324K as of Q4 2023.
  • Simplicity Solutions bought 2,451 Smith & Nephew shares in Q4 2023, an estimated $60.7K.
  • Smith & Nephew made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #810 holding.
  • Simplicity Solutions first reported a position in Smith & Nephew in Q1 2023 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.