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Bourgeon Capital Management’s Sanofi SNY Stock Holding History

Bourgeon Capital Management’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
2024
Q1 		– Sell
-67
Closed -$3.33K – 335
2023
Q4 		$3.33K Buy
67
+28
+72% +$1.37K ﹤0.01% 286
2023
Q3 		$2.09K Buy
+39
New +$2.08K ﹤0.01% 288

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Bourgeon Capital Management's SNY Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Sanofi (SNY) in Q1 2024, closing a stake of 67 shares — an estimated $3.33K sold.

Bourgeon Capital Management first reported a position in SNY in Q3 2023 and held it in 2 quarters. The position peaked at $3.33K in Q4 2023. 713 funds tracked by Wall St. Rank hold SNY as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Sanofi position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 67 Sanofi shares in Q1 2024, an estimated $3.33K.
  • Bourgeon Capital Management first reported a position in Sanofi in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Sanofi position peaked at $3.33K in Q4 2023.
  • 713 funds tracked by Wall St. Rank held Sanofi as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.