Prudent Man Advisors’s Sanofi SNY Stock Holding History

Prudent Man Advisors’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
2023 Q4	–	Sell	-5,051	Closed	-$271K	–	195
2023 Q3	$271K	Sell	5,051 -173	-3%	-$9.22K	0.11%	142
2023 Q2	$282K	Hold	5,224	–	–	0.11%	146
2023 Q1	$284K	Hold	5,224	–	–	0.11%	145
2022 Q4	$253K	Buy	+5,224	New	+$229K	0.1%	159
2022 Q2	–	Sell	-4,098	Closed	-$210K	–	183
2022 Q1	$210K	Hold	4,098	–	–	0.09%	174
2021 Q4	$205K	Sell	4,098 -818	-17%	-$40.5K	0.08%	179
2021 Q3	$237K	Hold	4,916	–	–	0.09%	172
2021 Q2	$259K	Buy	4,916 +37	+0.8%	+$1.93K	0.1%	166
2021 Q1	$241K	Sell	4,879 -4	-0.1%	-$192	0.1%	169
2020 Q4	$237K	Hold	4,883	–	–	0.1%	157
2020 Q3	$245K	Sell	4,883 -76	-2%	-$3.91K	0.13%	136
2020 Q2	$253K	Buy	+4,959	New	+$241K	0.22%	117

Other funds holding SNY

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Prudent Man Advisors's SNY Position: Q4 2023 in Review

Prudent Man Advisors sold out of Sanofi (SNY) in Q4 2023, closing a stake of 5,051 shares — an estimated $271K sold.

Prudent Man Advisors first reported a position in SNY in Q2 2020 and held it in 12 quarters. The position peaked at $284K in Q1 2023. 709 funds tracked by Wall St. Rank hold SNY as of Q4 2023.

Prudent Man Advisors reported no remaining Sanofi position as of Q4 2023 after selling out during the quarter.
Prudent Man Advisors sold 5,051 Sanofi shares in Q4 2023, an estimated $271K.
Prudent Man Advisors first reported a position in Sanofi in Q2 2020 and held it in 12 quarters.
Prudent Man Advisors's Sanofi position peaked at $284K in Q1 2023.
709 funds tracked by Wall St. Rank held Sanofi as of Q4 2023.

Based on Prudent Man Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.