LWM
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Liberty Wealth Management’s Sanofi SNY Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-1,034
Closed -$50K – 957
2021
Q3 		$50K Buy
1,034
+17
+2% +$864 0.02% 427
2021
Q2 		$54K Sell
1,017
-508
-33% -$26.5K 0.02% 304
2021
Q1 		$72K Hold
1,525
– – 0.04% 223
2020
Q4 		$72K Buy
1,525
+188
+14% +$9.27K 0.04% 221
2020
Q3 		$67K Sell
1,337
-21
-2% -$1.08K 0.04% 195
2020
Q2 		$70K Hold
1,358
– – 0.05% 187
2020
Q1 		$59K Buy
1,358
+29
+2% +$1.39K 0.05% 195
2019
Q4 		$67K Buy
1,329
+306
+30% +$14.3K 0.05% 209
2019
Q3 		$47K Sell
1,023
-6
-0.6% -$259 0.04% 236
2019
Q2 		$45K Buy
1,029
+13
+1% +$553 0.04% 264
2019
Q1 		$44K Sell
1,016
-39
-4% -$1.67K 0.03% 216
2018
Q4 		$45K Buy
+1,055
New +$46.5K 0.03% 204

Other funds holding SNY

Dodge & Cox
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
BlackRock New York $5.72T 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return