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Strategic Planning Group’s Sanofi SNY Stock Holding History

Strategic Planning Group’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
Q2 		– Sell
-12,051
Closed -$586K – 106
2024
Q1 		$586K Buy
12,051
+1,426
+13% +$69.6K 0.15% 107
2023
Q4 		$528K Buy
+10,625
New +$520K 0.18% 98

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Strategic Planning Group's SNY Position: Q2 2024 in Review

Strategic Planning Group sold out of Sanofi (SNY) in Q2 2024, closing a stake of 12,051 shares — an estimated $586K sold.

Strategic Planning Group first reported a position in SNY in Q4 2023 and held it in 2 quarters. The position peaked at $586K in Q1 2024. 728 funds tracked by Wall St. Rank hold SNY as of Q2 2024.

  • Strategic Planning Group reported no remaining Sanofi position as of Q2 2024 after selling out during the quarter.
  • Strategic Planning Group sold 12,051 Sanofi shares in Q2 2024, an estimated $586K.
  • Strategic Planning Group first reported a position in Sanofi in Q4 2023 and held it in 2 quarters.
  • Strategic Planning Group's Sanofi position peaked at $586K in Q1 2024.
  • 728 funds tracked by Wall St. Rank held Sanofi as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.