Nelson Capital Management’s Sanofi SNY Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-300	Closed	-$14K	–	256
2019 Q3	$14K	Buy	+300	New	+$12.9K	﹤0.01%	235
2019 Q2	–	Sell	-47	Closed	-$2K	–	325
2019 Q1	$2K	Hold	47	–	–	﹤0.01%	250
2018 Q4	$2K	Hold	47	–	–	﹤0.01%	262
2018 Q3	$2K	Buy	+47	New	+$2.01K	﹤0.01%	271
2016 Q3	–	Sell	-700	Closed	-$35K	–	272
2016 Q2	$35K	Hold	700	–	–	0.01%	129
2016 Q1	$35K	Hold	700	–	–	0.01%	121
2015 Q4	$35K	Buy	+700	New	+$32.2K	0.01%	125

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Nelson Capital Management's SNY Position: Q4 2019 in Review

Nelson Capital Management sold out of Sanofi (SNY) in Q4 2019, closing a stake of 300 shares — an estimated $14K sold.

Nelson Capital Management first reported a position in SNY in Q4 2015 and held it in 7 quarters. The position peaked at $35K in Q2 2016. 532 funds tracked by Wall St. Rank hold SNY as of Q4 2019.

Nelson Capital Management reported no remaining Sanofi position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 300 Sanofi shares in Q4 2019, an estimated $14K.
Nelson Capital Management first reported a position in Sanofi in Q4 2015 and held it in 7 quarters.
Nelson Capital Management's Sanofi position peaked at $35K in Q2 2016.
532 funds tracked by Wall St. Rank held Sanofi as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.