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Squar Milner Financial Services’s Sanofi SNY Stock Holding History

Squar Milner Financial 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
2020
Q1 		– Sell
-65
Closed -$3K – 856
2019
Q4 		$3K Buy
+65
New +$3.04K ﹤0.01% 708
2019
Q3 		– Sell
-4,748
Closed -$205K – 631
2019
Q2 		$205K Sell
4,748
-1,265
-21% -$53.8K 0.14% 160
2019
Q1 		$266K Buy
6,013
+2,070
+52% +$88.7K 0.2% 122
2018
Q4 		$171K Sell
3,943
-955
-19% -$42.1K 0.16% 153
2018
Q3 		$219K Buy
4,898
+675
+16% +$28.8K 0.2% 137
2018
Q2 		$169K Buy
+4,223
New +$166K 0.15% 184

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Squar Milner Financial Services's SNY Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Sanofi (SNY) in Q1 2020, closing a stake of 65 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in SNY in Q2 2018 and held it in 6 quarters. The position peaked at $266K in Q1 2019. 548 funds tracked by Wall St. Rank hold SNY as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Sanofi position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 65 Sanofi shares in Q1 2020, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Sanofi in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Sanofi position peaked at $266K in Q1 2019.
  • 548 funds tracked by Wall St. Rank held Sanofi as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.