Advisory Research’s Sanofi SNY Stock Holding History

Advisory Research’s Portfolio SNY Stock Details SNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-14,589	Closed	-$627K	–	416
2017 Q4	$627K	Sell	14,589 -269,115	-95%	-$12.4M	0.01%	311
2017 Q3	$14.1M	Buy	283,704 +30,681	+12%	+$1.48M	0.22%	102
2017 Q2	$12.1M	Buy	253,023 +139,778	+123%	+$6.68M	0.19%	112
2017 Q1	$5.12M	Buy	+113,245	New	+$4.8M	0.08%	168

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Research's SNY Position: Q1 2018 in Review

Advisory Research sold out of Sanofi (SNY) in Q1 2018, closing a stake of 14,589 shares — an estimated $627K sold.

Advisory Research first reported a position in SNY in Q1 2017 and held it in 4 quarters. The position peaked at $14.1M in Q3 2017. 487 funds tracked by Wall St. Rank hold SNY as of Q1 2018.

Advisory Research reported no remaining Sanofi position as of Q1 2018 after selling out during the quarter.
Advisory Research sold 14,589 Sanofi shares in Q1 2018, an estimated $627K.
Advisory Research first reported a position in Sanofi in Q1 2017 and held it in 4 quarters.
Advisory Research's Sanofi position peaked at $14.1M in Q3 2017.
487 funds tracked by Wall St. Rank held Sanofi as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.