IPC
SNY icon

Independent Portfolio Consultants’s Sanofi SNY Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$578K Sell
12,057
-3,226
-21% -$154K 0.24% 138
2017
Q1 		$692K Sell
15,283
-2,350
-13% -$99.7K 0.24% 140
2016
Q4 		$713K Sell
17,633
-770
-4% -$30.3K 0.23% 157
2016
Q3 		$699K Buy
18,403
+1,695
+10% +$68K 0.22% 164
2016
Q2 		$699K Sell
16,708
-855
-5% -$35.1K 0.22% 148
2016
Q1 		$705K Buy
17,563
+620
+4% +$24.9K 0.2% 151
2015
Q4 		$723K Sell
16,943
-1,590
-9% -$73.2K 0.21% 138
2015
Q3 		$880K Sell
18,533
-19,156
-51% -$975K 0.19% 153
2015
Q2 		$1.87M Sell
37,689
-7,493
-17% -$380K 0.37% 80
2015
Q1 		$2.23M Buy
45,182
+2,123
+5% +$101K 0.46% 67
2014
Q4 		$1.96M Buy
43,059
+20,161
+88% +$978K 0.4% 81
2014
Q3 		$1.29M Sell
22,898
-9,880
-30% -$531K 0.35% 65
2014
Q2 		$1.74M Buy
32,778
+1,520
+5% +$80.7K 0.49% 39
2014
Q1 		$1.63M Sell
31,258
-2,982
-9% -$151K 0.52% 39
2013
Q4 		$1.84M Buy
34,240
+1,485
+5% +$76.6K 0.64% 19
2013
Q3 		$1.66M Sell
32,755
-650
-2% -$33.1K 0.66% 9
2013
Q2 		$1.72M Buy
+33,405
New +$1.78M 0.77% 3

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Portfolio Consultants's SNY Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Sanofi (SNY) stake by 21% in Q2 2017, selling an estimated $154K and leaving 12,057 shares worth $578K. The position accounts for 0.24% of the portfolio, ranked #138.

Independent Portfolio Consultants first reported a position in SNY in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.23M in Q1 2015. 475 funds tracked by Wall St. Rank hold SNY as of Q2 2017.

  • Independent Portfolio Consultants held 12,057 shares of Sanofi worth $578K as of Q2 2017.
  • Independent Portfolio Consultants sold 3,226 Sanofi shares in Q2 2017, an estimated $154K.
  • Sanofi made up 0.24% of Independent Portfolio Consultants's portfolio in Q2 2017, its #138 holding.
  • Independent Portfolio Consultants first reported a position in Sanofi in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Sanofi position peaked at $2.23M in Q1 2015.
  • 475 funds tracked by Wall St. Rank held Sanofi as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.