Safeguard Financial’s Sanofi SNY Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-696	Closed	-$37K	–	479
2023 Q2	$37K	Buy	+696	New	+$37.5K	0.02%	189

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

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

BlackRock New York $6.73T AUM 46.02% 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

Safeguard Financial's SNY Position: Q3 2023 in Review

Safeguard Financial sold out of Sanofi (SNY) in Q3 2023, closing a stake of 696 shares — an estimated $37K sold.

Safeguard Financial first reported a position in SNY in Q2 2023 and held it in 1 quarter. The position peaked at $37K in Q2 2023. 696 funds tracked by Wall St. Rank hold SNY as of Q3 2023.

Safeguard Financial reported no remaining Sanofi position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 696 Sanofi shares in Q3 2023, an estimated $37K.
Safeguard Financial first reported a position in Sanofi in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Sanofi position peaked at $37K in Q2 2023.
696 funds tracked by Wall St. Rank held Sanofi as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.