Disciplined Investments’s Sanofi SNY Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-569	Closed	-$30.7K	–	1331
2023 Q2	$30.7K	Hold	569	–	–	0.02%	242
2023 Q1	$31K	Buy	569 +545	+2,271%	+$26.5K	0.01%	264
2022 Q4	$1.16K	Sell	24 -545	-96%	-$23.9K	﹤0.01%	837
2022 Q3	$22K	Hold	569	–	–	0.01%	305
2022 Q2	$28K	Hold	569	–	–	0.01%	277
2022 Q1	$29K	Hold	569	–	–	0.01%	292
2021 Q4	$29K	Hold	569	–	–	0.01%	264
2021 Q3	$27K	Hold	569	–	–	0.01%	246
2021 Q2	$30K	Hold	569	–	–	0.02%	232
2021 Q1	$28K	Buy	569 +545	+2,271%	+$26.2K	0.02%	211
2020 Q4	$1K	Sell	24 -142	-86%	-$7K	﹤0.01%	307
2020 Q3	$8K	Sell	166 -545	-77%	-$28.1K	0.01%	273
2020 Q2	$36K	Hold	711	–	–	0.03%	187
2020 Q1	$31K	Hold	711	–	–	0.03%	189
2019 Q4	$36K	Buy	+711	New	+$33.3K	0.03%	189

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

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

BlackRock New York $6.73T AUM 46.02% 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

Disciplined Investments's SNY Position: Q3 2023 in Review

Disciplined Investments sold out of Sanofi (SNY) in Q3 2023, closing a stake of 569 shares — an estimated $30.7K sold.

Disciplined Investments first reported a position in SNY in Q4 2019 and held it in 15 quarters. The position peaked at $36K in Q2 2020. 696 funds tracked by Wall St. Rank hold SNY as of Q3 2023.

Disciplined Investments reported no remaining Sanofi position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 569 Sanofi shares in Q3 2023, an estimated $30.7K.
Disciplined Investments first reported a position in Sanofi in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Sanofi position peaked at $36K in Q2 2020.
696 funds tracked by Wall St. Rank held Sanofi as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.