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Secure Asset Management’s Sanofi SNY Stock Holding History

Secure Asset 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
2024
Q1 		– Sell
-9,975
Closed -$496K – 248
2023
Q4 		$496K Sell
9,975
-329
-3% -$16.1K 0.13% 123
2023
Q3 		$553K Sell
10,304
-306
-3% -$16.3K 0.17% 115
2023
Q2 		$572K Buy
10,610
+1,514
+17% +$81.5K 0.17% 107
2023
Q1 		$495K Sell
9,096
-1,676
-16% -$81.5K 0.17% 115
2022
Q4 		$522K Sell
10,772
-304
-3% -$13.3K 0.19% 113
2022
Q3 		$421K Buy
11,076
+1,620
+17% +$72.2K 0.24% 86
2022
Q2 		$473K Buy
9,456
+1,319
+16% +$70K 0.26% 75
2022
Q1 		$418K Buy
8,137
+2,271
+39% +$117K 0.19% 108
2021
Q4 		$294K Buy
5,866
+141
+2% +$6.97K 0.12% 149
2021
Q3 		$276K Buy
+5,725
New +$291K 0.14% 137

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Secure Asset Management's SNY Position: Q1 2024 in Review

Secure Asset Management sold out of Sanofi (SNY) in Q1 2024, closing a stake of 9,975 shares — an estimated $496K sold.

Secure Asset Management first reported a position in SNY in Q3 2021 and held it in 10 quarters. The position peaked at $572K in Q2 2023. 713 funds tracked by Wall St. Rank hold SNY as of Q1 2024.

  • Secure Asset Management reported no remaining Sanofi position as of Q1 2024 after selling out during the quarter.
  • Secure Asset Management sold 9,975 Sanofi shares in Q1 2024, an estimated $496K.
  • Secure Asset Management first reported a position in Sanofi in Q3 2021 and held it in 10 quarters.
  • Secure Asset Management's Sanofi position peaked at $572K in Q2 2023.
  • 713 funds tracked by Wall St. Rank held Sanofi as of Q1 2024.

Based on Secure Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.