Joel Isaacson & Co’s Sanofi SNY Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-550	Closed	-$22K	–	475
2016 Q4	$22K	Hold	550	–	–	﹤0.01%	419
2016 Q3	$21K	Sell	550 -77	-12%	-$3.09K	﹤0.01%	454
2016 Q2	$26K	Hold	627	–	–	0.01%	426
2016 Q1	$25K	Hold	627	–	–	0.01%	455
2015 Q4	$27K	Hold	627	–	–	0.01%	425
2015 Q3	$30K	Hold	627	–	–	0.01%	416
2015 Q2	$31K	Hold	627	–	–	0.01%	431
2015 Q1	$31K	Sell	627 -41	-6%	-$1.96K	0.01%	420
2014 Q4	$30K	Hold	668	–	–	0.01%	380
2014 Q3	$38K	Buy	668 +41	+7%	+$2.2K	0.01%	341
2014 Q2	$33K	Hold	627	–	–	0.01%	351
2014 Q1	$33K	Hold	627	–	–	0.01%	351
2013 Q4	$34K	Hold	627	–	–	0.01%	317
2013 Q3	$32K	Hold	627	–	–	0.01%	308
2013 Q2	$32K	Buy	+627	New	+$33.4K	0.02%	275

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Joel Isaacson & Co's SNY Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Sanofi (SNY) in Q1 2017, closing a stake of 550 shares — an estimated $22K sold.

Joel Isaacson & Co first reported a position in SNY in Q2 2013 and held it in 15 quarters. The position peaked at $38K in Q3 2014. 455 funds tracked by Wall St. Rank hold SNY as of Q1 2017.

Joel Isaacson & Co reported no remaining Sanofi position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 550 Sanofi shares in Q1 2017, an estimated $22K.
Joel Isaacson & Co first reported a position in Sanofi in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's Sanofi position peaked at $38K in Q3 2014.
455 funds tracked by Wall St. Rank held Sanofi as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.