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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 $191B AUM 17.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evercore Wealth Management's SNY Position: Q4 2015 in Review

Evercore Wealth Management sold out of Sanofi (SNY) in Q4 2015, closing a stake of 1,884 shares — an estimated $91K sold.

Evercore Wealth Management first reported a position in SNY in Q2 2013 and held it in 10 quarters. The position peaked at $133K in Q3 2014. 477 funds tracked by Wall St. Rank hold SNY as of Q4 2015.

  • Evercore Wealth Management reported no remaining Sanofi position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,884 Sanofi shares in Q4 2015, an estimated $91K.
  • Evercore Wealth Management first reported a position in Sanofi in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's Sanofi position peaked at $133K in Q3 2014.
  • 477 funds tracked by Wall St. Rank held Sanofi as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.