Badgley Phelps Wealth Managers’s Sanofi SNY Stock Holding History

Badgley Phelps Wealth Managers’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
2023 Q4	–	Sell	-3,861	Closed	-$207K	–	244
2023 Q3	$207K	Hold	3,861	–	–	0.01%	219
2023 Q2	$208K	Buy	+3,861	New	+$208K	0.01%	228
2022 Q3	–	Sell	-4,782	Closed	-$239K	–	209
2022 Q2	$239K	Buy	+4,782	New	+$254K	0.01%	181

Other funds holding SNY

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Badgley Phelps Wealth Managers's SNY Position: Q4 2023 in Review

Badgley Phelps Wealth Managers sold out of Sanofi (SNY) in Q4 2023, closing a stake of 3,861 shares — an estimated $207K sold.

Badgley Phelps Wealth Managers first reported a position in SNY in Q2 2022 and held it in 3 quarters. The position peaked at $239K in Q2 2022. 709 funds tracked by Wall St. Rank hold SNY as of Q4 2023.

Badgley Phelps Wealth Managers reported no remaining Sanofi position as of Q4 2023 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 3,861 Sanofi shares in Q4 2023, an estimated $207K.
Badgley Phelps Wealth Managers first reported a position in Sanofi in Q2 2022 and held it in 3 quarters.
Badgley Phelps Wealth Managers's Sanofi position peaked at $239K in Q2 2022.
709 funds tracked by Wall St. Rank held Sanofi as of Q4 2023.

Based on Badgley Phelps Wealth Managers's 13F filing for Q4 2023, filed 14 Feb 2024.