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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 – 362
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 $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 $5.7T 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return