Elm Advisors’s Sanofi SNY Stock Holding History

Elm 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 Q1	–	Sell	-500	Closed	-$24K	–	223
2020 Q4	$24K	Buy	+500	New	+$24.7K	0.01%	193
2018 Q4	–	Sell	-1,700	Closed	-$76K	–	231
2018 Q3	$76K	Buy	+1,700	New	+$72.6K	0.05%	133

Other funds holding SNY

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Elm Advisors's SNY Position: Q1 2021 in Review

Elm Advisors sold out of Sanofi (SNY) in Q1 2021, closing a stake of 500 shares — an estimated $24K sold.

Elm Advisors first reported a position in SNY in Q3 2018 and held it in 2 quarters. The position peaked at $76K in Q3 2018. 572 funds tracked by Wall St. Rank hold SNY as of Q1 2021.

Elm Advisors reported no remaining Sanofi position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 500 Sanofi shares in Q1 2021, an estimated $24K.
Elm Advisors first reported a position in Sanofi in Q3 2018 and held it in 2 quarters.
Elm Advisors's Sanofi position peaked at $76K in Q3 2018.
572 funds tracked by Wall St. Rank held Sanofi as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.