Lenox Wealth Advisors’s Sanofi SNY Stock Holding History

Lenox Wealth Advisors’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	-96	Closed	-$5K	–	783
2021 Q2	$5K	Hold	96	–	–	﹤0.01%	562
2021 Q1	$5K	Hold	96	–	–	﹤0.01%	513
2020 Q4	$5K	Sell	96 -161	-63%	-$7.94K	﹤0.01%	511
2020 Q3	$13K	Buy	257 +161	+168%	+$8.29K	﹤0.01%	348
2020 Q2	$5K	Hold	96	–	–	﹤0.01%	437
2020 Q1	$4K	Hold	96	–	–	﹤0.01%	462
2019 Q4	$5K	Hold	96	–	–	﹤0.01%	487
2019 Q3	$4K	Hold	96	–	–	﹤0.01%	427
2019 Q2	$4K	Buy	96 +22	+30%	+$936	﹤0.01%	337
2019 Q1	$3K	Hold	74	–	–	﹤0.01%	483
2018 Q4	$3K	Hold	74	–	–	﹤0.01%	324
2018 Q3	$3K	Sell	74 -694	-90%	-$29.6K	﹤0.01%	344
2018 Q2	$31K	Sell	768 -2,408	-76%	-$94.8K	0.01%	189
2018 Q1	$127K	Buy	+3,176	New	+$132K	0.03%	89
2013 Q3	–	Sell	-180	Closed	-$9K	–	287
2013 Q2	$9K	Buy	+180	New	+$9.59K	0.01%	122

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Partners

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return