Grove Bank & Trust SNN Smith & Nephew PLC

Ownership history in Grove Bank & Trust  ·  14 quarters on record

AI Ownership Summary

Grove Bank & Trust reported Smith & Nephew PLC (SNN) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows SNN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SNN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in Smith & Nephew PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SNN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grove Bank & Trust held SNN — position size vs. price
% of Fund (quarterly)    SNN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,400 -4 -0.3% 0.01% $44K 2026-04-08 $33.03
2025 Q4 REDUCED 1,404 -66 -4.5% 0.01% $46K 2026-01-08 $33.65
2025 Q3 REDUCED 17.9% -7.9% 1,470 -320 -17.9% 0.01% $53K 2025-10-06 $35.37
2025 Q2 REDUCED 1,790 -11 -0.6% 0.01% $55K 2025-07-11 $29.58
2025 Q1 REDUCED 6.6% +7.9% 1,801 -128 -6.6% 0.01% $51K 2025-04-17 $25.33
2024 Q4 REDUCED 8.8% +17.4% 1,929 -187 -8.8% 0.01% $47K 2025-01-16 $24.07
2024 Q3 ADDED 2,116 +324 +18.1% 0.01% $66K 2024-10-11 $27.30
2024 Q2 REDUCED 15.7% +25.6% 1,792 -334 -15.7% 0.01% $44K 2024-07-24 $27.31
2024 Q1 ADDED 2,126 +86 +4.2% 0.01% $54K 2024-04-30 $22.97
2023 Q4 REDUCED 2,040 -4 -0.2% 0.01% $56K 2024-01-30 $25.98
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Grove Bank & Trust and SNN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning SNN?

Grove Bank & Trust reported SNN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SNN position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for SNN was 0.01% in 2023 Q4.

What is the latest reported SNN position on this page?

The most recent filing on this page is 2026 Q1, when Grove Bank & Trust reported 1,400 shares, equal to 0.01% of portfolio, with an estimated market value of $44K.

What does the chart on this SNN ownership page compare?

The chart compares Grove Bank & Trust's quarterly SNN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Grove Bank & Trust time their SNN position?

Based on 13F filing dates vs. subsequent SNN price moves, Grove Bank & Trust correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on SNN relative to SPY over the holding period was -9.2%.

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