Lee Financial’s Sanofi SNY Stock Holding History

Lee 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
2024 Q1	–	Sell	-341	Closed	-$17K	–	719
2023 Q4	$17K	Sell	341 -75	-18%	-$3.67K	﹤0.01%	346
2023 Q3	$22.3K	Buy	416 +75	+22%	+$4K	﹤0.01%	289
2023 Q2	$18.4K	Hold	341	–	–	﹤0.01%	315
2023 Q1	$18.6K	Hold	341	–	–	﹤0.01%	321
2022 Q4	$16.5K	Hold	341	–	–	﹤0.01%	381
2022 Q3	$13K	Hold	341	–	–	﹤0.01%	399
2022 Q2	$17K	Hold	341	–	–	﹤0.01%	362
2022 Q1	$18K	Hold	341	–	–	﹤0.01%	359
2021 Q4	$17K	Hold	341	–	–	﹤0.01%	401
2021 Q3	$16K	Hold	341	–	–	﹤0.01%	365
2021 Q2	$18K	Hold	341	–	–	﹤0.01%	343
2021 Q1	$17K	Hold	341	–	–	﹤0.01%	324
2020 Q4	$17K	Buy	+341	New	+$16.8K	﹤0.01%	312
2020 Q3	–	Sell	-45	Closed	-$2K	–	567
2020 Q2	$2K	Hold	45	–	–	﹤0.01%	496
2020 Q1	$2K	Hold	45	–	–	﹤0.01%	448
2019 Q4	$2K	Hold	45	–	–	﹤0.01%	473
2019 Q3	$2K	Hold	45	–	–	﹤0.01%	488
2019 Q2	$2K	Hold	45	–	–	﹤0.01%	497
2019 Q1	$2K	Buy	+45	New	+$1.93K	﹤0.01%	490
2018 Q3	–	Sell	-198	Closed	-$8K	–	681
2018 Q2	$8K	Hold	198	–	–	﹤0.01%	538
2018 Q1	$8K	Buy	+198	New	+$8.24K	﹤0.01%	544

Other funds holding SNY

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Lee Financial's SNY Position: Q1 2024 in Review

Lee Financial sold out of Sanofi (SNY) in Q1 2024, closing a stake of 341 shares — an estimated $17K sold.

Lee Financial first reported a position in SNY in Q1 2018 and held it in 21 quarters. The position peaked at $22.3K in Q3 2023. 713 funds tracked by Wall St. Rank hold SNY as of Q1 2024.

Lee Financial reported no remaining Sanofi position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 341 Sanofi shares in Q1 2024, an estimated $17K.
Lee Financial first reported a position in Sanofi in Q1 2018 and held it in 21 quarters.
Lee Financial's Sanofi position peaked at $22.3K in Q3 2023.
713 funds tracked by Wall St. Rank held Sanofi as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.