EWM
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Evercore Wealth Management’s Sanofi SNY Stock Holding History

Evercore Wealth 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
2015
Q4 		– Sell
-1,884
Closed -$91K – 1061
2015
Q3 		$91K Hold
1,884
– – ﹤0.01% 496
2015
Q2 		$94K Sell
1,884
-626
-25% -$31.7K ﹤0.01% 531
2015
Q1 		$125K Buy
2,510
+1,640
+189% +$78.4K 0.01% 496
2014
Q4 		$40K Sell
870
-1,490
-63% -$72.3K ﹤0.01% 577
2014
Q3 		$133K Buy
2,360
+1,499
+174% +$80.5K 0.01% 466
2014
Q2 		$45K Buy
861
+261
+44% +$13.9K ﹤0.01% 628
2014
Q1 		$31K Sell
600
-51
-8% -$2.58K ﹤0.01% 668
2013
Q4 		$35K Buy
651
+156
+32% +$8.05K ﹤0.01% 609
2013
Q3 		$25K Buy
495
+258
+109% +$13.1K ﹤0.01% 652
2013
Q2 		$12K Buy
+237
New +$12.6K ﹤0.01% 712

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return