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McKinley Carter Wealth Services’s Sanofi SNY Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-274
Closed -$11K – 346
2018
Q1 		$11K Buy
+274
New +$11.4K ﹤0.01% 374

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

McKinley Carter Wealth Services's SNY Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Sanofi (SNY) in Q2 2018, closing a stake of 274 shares — an estimated $11K sold.

McKinley Carter Wealth Services first reported a position in SNY in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 478 funds tracked by Wall St. Rank hold SNY as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Sanofi position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 274 Sanofi shares in Q2 2018, an estimated $11K.
  • McKinley Carter Wealth Services first reported a position in Sanofi in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Sanofi position peaked at $11K in Q1 2018.
  • 478 funds tracked by Wall St. Rank held Sanofi as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.