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Whittier Trust’s Smith & Nephew SNN Stock Holding History

Whittier Trust’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
-90
Closed -$2.55K – 1547
2025
Q1 		$2.55K Hold
90
– – ﹤0.01% 1383
2024
Q4 		$2.21K Buy
+90
New +$2.39K ﹤0.01% 1443
2023
Q3 		– Sell
-50
Closed -$1.61K – 1703
2023
Q2 		$1.61K Sell
50
-30
-38% -$928 ﹤0.01% 1463
2023
Q1 		$2.23K Hold
80
– – ﹤0.01% 1476
2022
Q4 		$2.15K Hold
80
– – ﹤0.01% 1482
2022
Q3 		$2K Hold
80
– – ﹤0.01% 1574
2022
Q2 		$2K Hold
80
– – ﹤0.01% 1582
2022
Q1 		$3K Hold
80
– – ﹤0.01% 1537
2021
Q4 		$3K Hold
80
– – ﹤0.01% 1478
2021
Q3 		$3K Hold
80
– – ﹤0.01% 1397
2021
Q2 		$3K Sell
80
-39
-33% -$1.64K ﹤0.01% 1420
2021
Q1 		$5K Buy
+119
New +$4.91K ﹤0.01% 1362
2020
Q3 		– Sell
-103
Closed -$4K – 1503
2020
Q2 		$4K Sell
103
-1,223
-92% -$48.5K ﹤0.01% 1210
2020
Q1 		$48K Buy
1,326
+103
+8% +$4.56K ﹤0.01% 822
2019
Q4 		$59K Buy
1,223
+688
+129% +$31.1K ﹤0.01% 811
2019
Q3 		$26K Buy
+535
New +$24.6K ﹤0.01% 975
2017
Q4 		– Sell
-260
Closed -$9K – 1344
2017
Q3 		$9K Buy
+260
New +$9.24K ﹤0.01% 1055
2017
Q2 		– Sell
-120
Closed -$4K – 1317
2017
Q1 		$4K Buy
+120
New +$3.67K ﹤0.01% 1196

Other funds holding SNN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Whittier Trust's SNN Position: Q2 2025 in Review

Whittier Trust sold out of Smith & Nephew (SNN) in Q2 2025, closing a stake of 90 shares — an estimated $2.55K sold.

Whittier Trust first reported a position in SNN in Q1 2017 and held it in 18 quarters. The position peaked at $59K in Q4 2019. 233 funds tracked by Wall St. Rank hold SNN as of Q2 2025.

  • Whittier Trust reported no remaining Smith & Nephew position as of Q2 2025 after selling out during the quarter.
  • Whittier Trust sold 90 Smith & Nephew shares in Q2 2025, an estimated $2.55K.
  • Whittier Trust first reported a position in Smith & Nephew in Q1 2017 and held it in 18 quarters.
  • Whittier Trust's Smith & Nephew position peaked at $59K in Q4 2019.
  • 233 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.