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Waldron Private Wealth’s Smith & Nephew SNN Stock Holding History

Waldron Private 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
2024
Q4 		– Sell
-766
Closed -$23.9K – 462
2024
Q3 		$23.9K Buy
+766
New +$22.7K ﹤0.01% 463

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
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

Waldron Private Wealth's SNN Position: Q4 2024 in Review

Waldron Private Wealth sold out of Smith & Nephew (SNN) in Q4 2024, closing a stake of 766 shares — an estimated $23.9K sold.

Waldron Private Wealth first reported a position in SNN in Q3 2024 and held it in 1 quarter. The position peaked at $23.9K in Q3 2024. 213 funds tracked by Wall St. Rank hold SNN as of Q4 2024.

  • Waldron Private Wealth reported no remaining Smith & Nephew position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 766 Smith & Nephew shares in Q4 2024, an estimated $23.9K.
  • Waldron Private Wealth first reported a position in Smith & Nephew in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Smith & Nephew position peaked at $23.9K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.