Sugarloaf Wealth Management’s Sanofi SNY Stock Holding History

Sugarloaf Wealth 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 Q4	$67K	Sell	1,390 -74	-5%	-$3.76K	0.01%	268
2024 Q3	$84.4K	Hold	1,464	–	–	0.02%	248
2024 Q2	$71K	Hold	1,464	–	–	0.01%	260
2024 Q1	$71.2K	Hold	1,464	–	–	0.01%	259
2023 Q4	$72.8K	Hold	1,464	–	–	0.02%	245
2023 Q3	$78.5K	Hold	1,464	–	–	0.02%	234
2023 Q2	$78.9K	Hold	1,464	–	–	0.02%	234
2023 Q1	$79.7K	Hold	1,464	–	–	0.02%	226
2022 Q4	$70.9K	Hold	1,464	–	–	0.02%	237
2022 Q3	$56K	Hold	1,464	–	–	0.01%	270
2022 Q2	$73K	Hold	1,464	–	–	0.02%	230
2022 Q1	$75K	Hold	1,464	–	–	0.02%	229
2021 Q4	$73K	Hold	1,464	–	–	0.02%	240
2021 Q3	$71K	Hold	1,464	–	–	0.02%	228
2021 Q2	$77K	Hold	1,464	–	–	0.02%	221
2021 Q1	$72	Hold	1,464	–	–	0.02%	227
2020 Q4	$71K	Hold	1,464	–	–	0.02%	214
2020 Q3	$73K	Hold	1,464	–	–	0.03%	188
2020 Q2	$75K	Hold	1,464	–	–	0.03%	188
2020 Q1	$64K	Hold	1,464	–	–	0.03%	192
2019 Q4	$73K	Buy	+1,464	New	+$68.6K	0.03%	213

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sugarloaf Wealth Management's SNY Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Sanofi (SNY) stake by 5.1% in Q4 2024, selling an estimated $3.76K and leaving 1,390 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #268.

Sugarloaf Wealth Management first reported a position in SNY in Q4 2019 and has held it in 21 quarters since. The position peaked at $84.4K in Q3 2024. 730 funds tracked by Wall St. Rank hold SNY as of Q4 2024.

Sugarloaf Wealth Management held 1,390 shares of Sanofi worth $67K as of Q4 2024.
Sugarloaf Wealth Management sold 74 Sanofi shares in Q4 2024, an estimated $3.76K.
Sanofi made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #268 holding.
Sugarloaf Wealth Management first reported a position in Sanofi in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Sanofi position peaked at $84.4K in Q3 2024.
730 funds tracked by Wall St. Rank held Sanofi as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.