SimplyRich’s Smith & Nephew SNN Stock Holding History

SimplyRich’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 Q3	–	Sell	-11,280	Closed	-$363K	–	162
2023 Q2	$363K	Buy	11,280 +1,094	+11%	+$33.9K	0.13%	132
2023 Q1	$284K	Buy	+10,186	New	+$290K	0.11%	146
2021 Q4	–	Sell	-31,397	Closed	-$1.08M	–	178
2021 Q3	$1.08M	Sell	31,397 -4,608	-13%	-$182K	0.39%	67
2021 Q2	$1.56M	Buy	36,005 +28,985	+413%	+$1.22M	0.72%	44
2021 Q1	$266K	Buy	7,020 +502	+8%	+$20.7K	0.11%	146
2020 Q4	$275K	Sell	6,518 -1,740	-21%	-$68.9K	0.12%	128
2020 Q3	$323K	Buy	8,258 +870	+12%	+$35K	0.16%	119
2020 Q2	$280K	Buy	+7,388	New	+$293K	0.15%	118

Other funds holding SNN

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SimplyRich's SNN Position: Q3 2023 in Review

SimplyRich sold out of Smith & Nephew (SNN) in Q3 2023, closing a stake of 11,280 shares — an estimated $363K sold.

SimplyRich first reported a position in SNN in Q2 2020 and held it in 8 quarters. The position peaked at $1.56M in Q2 2021. 207 funds tracked by Wall St. Rank hold SNN as of Q3 2023.

SimplyRich reported no remaining Smith & Nephew position as of Q3 2023 after selling out during the quarter.
SimplyRich sold 11,280 Smith & Nephew shares in Q3 2023, an estimated $363K.
SimplyRich first reported a position in Smith & Nephew in Q2 2020 and held it in 8 quarters.
SimplyRich's Smith & Nephew position peaked at $1.56M in Q2 2021.
207 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2023.

Based on SimplyRich's 13F filing for Q3 2023, filed 20 Oct 2023.