Sugarloaf Wealth Management’s Smith & Nephew SNN Stock Holding History

Sugarloaf Wealth Management’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 Q4	–	Sell	-87	Closed	-$2.71K	–	713
2024 Q3	$2.71K	Hold	87	–	–	﹤0.01%	604
2024 Q2	$2.16K	Hold	87	–	–	﹤0.01%	586
2024 Q1	$2.21K	Hold	87	–	–	﹤0.01%	588
2023 Q4	$2.37K	Hold	87	–	–	﹤0.01%	595
2023 Q3	$2.15K	Hold	87	–	–	﹤0.01%	598
2023 Q2	$2.81K	Hold	87	–	–	﹤0.01%	594
2023 Q1	$2.43K	Hold	87	–	–	﹤0.01%	603
2022 Q4	$2.34K	Hold	87	–	–	﹤0.01%	659
2022 Q3	$3K	Hold	87	–	–	﹤0.01%	686
2022 Q2	$2K	Hold	87	–	–	﹤0.01%	711
2022 Q1	$3K	Hold	87	–	–	﹤0.01%	624
2021 Q4	$3K	Hold	87	–	–	﹤0.01%	650
2021 Q3	$3K	Hold	87	–	–	﹤0.01%	666
2021 Q2	$4K	Hold	87	–	–	﹤0.01%	627
2021 Q1	$3	Hold	87	–	–	﹤0.01%	646
2020 Q4	$4K	Hold	87	–	–	﹤0.01%	579
2020 Q3	$3K	Hold	87	–	–	﹤0.01%	588
2020 Q2	$3K	Hold	87	–	–	﹤0.01%	580
2020 Q1	$3K	Hold	87	–	–	﹤0.01%	574
2019 Q4	$4K	Buy	+87	New	+$3.93K	﹤0.01%	577

Other funds holding SNN

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CEI

Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return

Sugarloaf Wealth Management's SNN Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Smith & Nephew (SNN) in Q4 2024, closing a stake of 87 shares — an estimated $2.71K sold.

Sugarloaf Wealth Management first reported a position in SNN in Q4 2019 and held it in 20 quarters. The position peaked at $4K in Q2 2021. 213 funds tracked by Wall St. Rank hold SNN as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Smith & Nephew position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 87 Smith & Nephew shares in Q4 2024, an estimated $2.71K.
Sugarloaf Wealth Management first reported a position in Smith & Nephew in Q4 2019 and held it in 20 quarters.
Sugarloaf Wealth Management's Smith & Nephew position peaked at $4K in Q2 2021.
213 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.