Halpern Financial’s Sanofi SNY Stock Holding History

Halpern Financial’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 Q3	–	Sell	-79	Closed	-$4.16K	–	280
2021 Q2	$4.16K	Hold	79	–	–	﹤0.01%	194
2021 Q1	$3.91K	Buy	+79	New	+$3.79K	﹤0.01%	197

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Halpern Financial's SNY Position: Q3 2021 in Review

Halpern Financial sold out of Sanofi (SNY) in Q3 2021, closing a stake of 79 shares — an estimated $4.16K sold.

Halpern Financial first reported a position in SNY in Q1 2021 and held it in 2 quarters. The position peaked at $4.16K in Q2 2021. 576 funds tracked by Wall St. Rank hold SNY as of Q3 2021.

Halpern Financial reported no remaining Sanofi position as of Q3 2021 after selling out during the quarter.
Halpern Financial sold 79 Sanofi shares in Q3 2021, an estimated $4.16K.
Halpern Financial first reported a position in Sanofi in Q1 2021 and held it in 2 quarters.
Halpern Financial's Sanofi position peaked at $4.16K in Q2 2021.
576 funds tracked by Wall St. Rank held Sanofi as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.