Berman Capital Advisors’s Sanofi SNY Stock Holding History

Berman Capital Advisors’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
2021 Q3	$43K	Buy	901 +1	+0.1%	+$51	0.01%	734
2021 Q2	$47K	Buy	900 +22	+3%	+$1.15K	0.01%	616
2021 Q1	$43K	Buy	878 +25	+3%	+$1.2K	0.01%	534
2020 Q4	$41K	Buy	853 +25	+3%	+$1.23K	0.01%	460
2020 Q3	$41K	Sell	828 -74	-8%	-$3.81K	0.01%	400
2020 Q2	$45K	Buy	902 +246	+38%	+$12K	0.01%	347
2020 Q1	$28K	Buy	656 +51	+8%	+$2.44K	0.01%	417
2019 Q4	$30K	Hold	605	–	–	0.01%	434
2019 Q3	$28K	Hold	605	–	–	0.01%	420
2019 Q2	$26K	Buy	605 +161	+36%	+$6.85K	0.01%	443
2019 Q1	$19K	Sell	444 -590	-57%	-$25.3K	0.01%	474
2018 Q4	$44K	Buy	+1,034	New	+$45.6K	0.02%	264

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Berman Capital Advisors's SNY Position: Q3 2021 in Review

Berman Capital Advisors increased its Sanofi (SNY) stake by 0.11% in Q3 2021, buying an estimated $51 and bringing the position to 901 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #734.

Berman Capital Advisors first reported a position in SNY in Q4 2018 and has held it in 12 quarters since. The position peaked at $47K in Q2 2021. 577 funds tracked by Wall St. Rank hold SNY as of Q3 2021.

Berman Capital Advisors held 901 shares of Sanofi worth $43K as of Q3 2021.
Berman Capital Advisors bought 1 Sanofi share in Q3 2021, an estimated $51.
Sanofi made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #734 holding.
Berman Capital Advisors first reported a position in Sanofi in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Sanofi position peaked at $47K in Q2 2021.
577 funds tracked by Wall St. Rank held Sanofi as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.