Bollard Group’s Sanofi SNY Stock Holding History

Bollard Group’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	-94	Closed	-$5K	–	356
2023 Q3	$5K	Hold	94	–	–	﹤0.01%	302
2023 Q2	$5K	Buy	+94	New	+$5.06K	﹤0.01%	408
2022 Q2	–	Sell	-1,483	Closed	-$76K	–	399
2022 Q1	$76K	Hold	1,483	–	–	﹤0.01%	307
2021 Q4	$74K	Hold	1,483	–	–	﹤0.01%	315
2021 Q3	$71K	Hold	1,483	–	–	﹤0.01%	318
2021 Q2	$78K	Buy	1,483 +38	+3%	+$1.98K	﹤0.01%	309
2021 Q1	$71K	Hold	1,445	–	–	﹤0.01%	318
2020 Q4	$70K	Hold	1,445	–	–	﹤0.01%	307
2020 Q3	$72K	Hold	1,445	–	–	﹤0.01%	286
2020 Q2	$74K	Buy	+1,445	New	+$70.2K	﹤0.01%	293

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

Bollard Group's SNY Position: Q4 2023 in Review

Bollard Group sold out of Sanofi (SNY) in Q4 2023, closing a stake of 94 shares — an estimated $5K sold.

Bollard Group first reported a position in SNY in Q2 2020 and held it in 10 quarters. The position peaked at $78K in Q2 2021. 709 funds tracked by Wall St. Rank hold SNY as of Q4 2023.

Bollard Group reported no remaining Sanofi position as of Q4 2023 after selling out during the quarter.
Bollard Group sold 94 Sanofi shares in Q4 2023, an estimated $5K.
Bollard Group first reported a position in Sanofi in Q2 2020 and held it in 10 quarters.
Bollard Group's Sanofi position peaked at $78K in Q2 2021.
709 funds tracked by Wall St. Rank held Sanofi as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.