Valeo Financial Advisors’s Smith & Nephew SNN Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-16	Closed	-$1K	–	1619
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	1934
2020 Q4	$1K	Buy	16 +1	+7%	+$40	﹤0.01%	1612
2020 Q3	$1K	Sell	15 -198	-93%	-$7.97K	﹤0.01%	1521
2020 Q2	$8K	Buy	213 +107	+101%	+$4.24K	﹤0.01%	1373
2020 Q1	$4K	Buy	106 +32	+43%	+$1.42K	﹤0.01%	1371
2019 Q4	$4K	Hold	74	–	–	﹤0.01%	1356
2019 Q3	$4K	Sell	74 -14	-16%	-$644	﹤0.01%	1270
2019 Q2	$4K	Hold	88	–	–	﹤0.01%	1288
2019 Q1	$4K	Hold	88	–	–	﹤0.01%	1251
2018 Q4	$3K	Sell	88 -423	-83%	-$15.2K	﹤0.01%	1222
2018 Q3	$17K	Buy	511 +354	+225%	+$12.8K	﹤0.01%	829
2018 Q2	$6K	Buy	157 +9	+6%	+$334	﹤0.01%	1104
2018 Q1	$6K	Hold	148	–	–	﹤0.01%	1094
2017 Q4	$5K	Buy	148 +69	+87%	+$2.51K	﹤0.01%	1027
2017 Q3	$3K	Buy	+79	New	+$2.81K	﹤0.01%	973

Other funds holding SNN

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

Bank of Montreal

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Millennium Management

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return