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Lorne Steinberg Wealth Management’s Sanofi SNY Stock Holding History

Lorne Steinberg 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
2022
Q3 		– Sell
-99,860
Closed -$5M – 69
2022
Q2 		$5M Sell
99,860
-200
-0.2% -$10.6K 2.35% 16
2022
Q1 		$5.14M Sell
100,060
-30
-0% -$1.55K 2.37% 18
2021
Q4 		$5.01M Buy
+100,090
New +$4.95M 2.16% 22
2021
Q3 		– Sell
-98,890
Closed -$5.21M – 64
2021
Q2 		$5.21M Buy
98,890
+2,250
+2% +$117K 2.56% 19
2021
Q1 		$4.78M Buy
96,640
+10,355
+12% +$497K 2.53% 19
2020
Q4 		$4.21M Buy
+86,285
New +$4.26M 2.62% 17

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lorne Steinberg Wealth Management's SNY Position: Q3 2022 in Review

Lorne Steinberg Wealth Management sold out of Sanofi (SNY) in Q3 2022, closing a stake of 99,860 shares — an estimated $5M sold.

Lorne Steinberg Wealth Management first reported a position in SNY in Q4 2020 and held it in 6 quarters. The position peaked at $5.21M in Q2 2021. 587 funds tracked by Wall St. Rank hold SNY as of Q3 2022.

  • Lorne Steinberg Wealth Management reported no remaining Sanofi position as of Q3 2022 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 99,860 Sanofi shares in Q3 2022, an estimated $5M.
  • Lorne Steinberg Wealth Management first reported a position in Sanofi in Q4 2020 and held it in 6 quarters.
  • Lorne Steinberg Wealth Management's Sanofi position peaked at $5.21M in Q2 2021.
  • 587 funds tracked by Wall St. Rank held Sanofi as of Q3 2022.

Based on Lorne Steinberg Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.