Bison Wealth’s Sanofi SNY Stock Holding History

Bison Wealth’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	-4,004	Closed	-$215K	–	422
2023 Q3	$215K	Buy	+4,004	New	+$213K	0.04%	358

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

Bison Wealth's SNY Position: Q4 2023 in Review

Bison Wealth sold out of Sanofi (SNY) in Q4 2023, closing a stake of 4,004 shares — an estimated $215K sold.

Bison Wealth first reported a position in SNY in Q3 2023 and held it in 1 quarter. The position peaked at $215K in Q3 2023. 709 funds tracked by Wall St. Rank hold SNY as of Q4 2023.

Bison Wealth reported no remaining Sanofi position as of Q4 2023 after selling out during the quarter.
Bison Wealth sold 4,004 Sanofi shares in Q4 2023, an estimated $215K.
Bison Wealth first reported a position in Sanofi in Q3 2023 and held it in 1 quarter.
Bison Wealth's Sanofi position peaked at $215K in Q3 2023.
709 funds tracked by Wall St. Rank held Sanofi as of Q4 2023.

Based on Bison Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.