SVB Wealth’s Smith & Nephew SNN Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-652	Closed	-$18.5K	–	1455
2025 Q1	$18.5K	Buy	+652	New	+$17.4K	﹤0.01%	761
2023 Q4	–	Sell	-12,487	Closed	-$309K	–	937
2023 Q3	$309K	Buy	12,487 +970	+8%	+$27.2K	0.01%	599
2023 Q2	$371K	Buy	+11,517	New	+$356K	0.01%	580
2016 Q4	–	Sell	-8,653	Closed	-$284K	–	514
2016 Q3	$284K	Sell	8,653 -3,116	-26%	-$104K	0.01%	452
2016 Q2	$404K	Sell	11,769 -1,549	-12%	-$52.4K	0.02%	383
2016 Q1	$444K	Buy	13,318 +1,353	+11%	+$44.3K	0.02%	375
2015 Q4	$426K	Sell	11,965 -4,702	-28%	-$161K	0.02%	399
2015 Q3	$583K	Buy	+16,667	New	+$594K	0.02%	383

Other funds holding SNN

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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

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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optiver Holding

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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