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Mark Sheptoff Financial Planning’s Sanofi SNY Stock Holding History

Mark Sheptoff Financial Planning’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
2020
Q3 		– Sell
-400
Closed -$20K – 361
2020
Q2 		$20K Sell
400
-14,250
-97% -$693K 0.01% 198
2020
Q1 		$640K Buy
+14,650
New +$701K 0.48% 41
2018
Q3 		– Sell
-150
Closed -$6K – 381
2018
Q2 		$6K Sell
150
-1,450
-91% -$57.1K ﹤0.01% 310
2018
Q1 		$64K Sell
1,600
-200
-11% -$8.32K 0.04% 150
2017
Q4 		$77K Hold
1,800
– – 0.05% 153
2017
Q3 		$90K Hold
1,800
– – 0.06% 148
2017
Q2 		$86K Sell
1,800
-201
-10% -$9.61K 0.06% 145
2017
Q1 		$91K Sell
2,001
-499
-20% -$21.2K 0.06% 145
2016
Q4 		$101K Buy
+2,500
New +$98.5K 0.08% 138
2016
Q1 		– Sell
-1,350
Closed -$58K – 397
2015
Q4 		$58K Sell
1,350
-2,631
-66% -$121K 0.05% 160
2015
Q3 		$189K Sell
3,981
-69
-2% -$3.51K 0.17% 94
2015
Q2 		$201K Sell
4,050
-500
-11% -$25.3K 0.16% 100
2015
Q1 		$225K Buy
4,550
+3,450
+314% +$165K 0.19% 93
2014
Q4 		$50K Sell
1,100
-2,000
-65% -$97K 0.04% 169
2014
Q3 		$175K Buy
3,100
+800
+35% +$43K 0.15% 110
2014
Q2 		$122K Buy
2,300
+1,100
+92% +$58.4K 0.1% 131
2014
Q1 		$63K Buy
+1,200
New +$60.7K 0.06% 166

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's SNY Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of Sanofi (SNY) in Q3 2020, closing a stake of 400 shares — an estimated $20K sold.

Mark Sheptoff Financial Planning first reported a position in SNY in Q1 2014 and held it in 17 quarters. The position peaked at $640K in Q1 2020. 573 funds tracked by Wall St. Rank hold SNY as of Q3 2020.

  • Mark Sheptoff Financial Planning reported no remaining Sanofi position as of Q3 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 Sanofi shares in Q3 2020, an estimated $20K.
  • Mark Sheptoff Financial Planning first reported a position in Sanofi in Q1 2014 and held it in 17 quarters.
  • Mark Sheptoff Financial Planning's Sanofi position peaked at $640K in Q1 2020.
  • 573 funds tracked by Wall St. Rank held Sanofi as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.