SVA Wealth Management’s Sanofi SNY Stock Holding History

SVA 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
2018 Q2	–	Sell	-4,369	Closed	-$218K	–	230
2018 Q1	$218K	Buy	+4,369	New	+$182K	0.03%	196
2017 Q4	–	Sell	-4,369	Closed	-$218K	–	209
2017 Q3	$218K	Sell	4,369 -128	-3%	-$6.19K	0.03%	196
2017 Q2	$215K	Sell	4,497 -200	-4%	-$9.56K	0.03%	191
2017 Q1	$213K	Sell	4,697 -24,883	-84%	-$1.06M	0.03%	185
2016 Q4	$1.2M	Sell	29,580 -2,967	-9%	-$117K	0.18%	102
2016 Q3	$1.24M	Buy	32,547 +2,716	+9%	+$109K	0.19%	97
2016 Q2	$1.25M	Sell	29,831 -504	-2%	-$20.7K	0.2%	100
2016 Q1	$1.22M	Buy	30,335 +769	+3%	+$30.9K	0.2%	98
2015 Q4	$1.26M	Sell	29,566 -5,276	-15%	-$243K	0.22%	101
2015 Q3	$1.65M	Buy	34,842 +1,390	+4%	+$70.8K	0.31%	84
2015 Q2	$1.66M	Buy	33,452 +903	+3%	+$45.8K	0.3%	90
2015 Q1	$1.61M	Buy	32,549 +15,638	+92%	+$748K	0.29%	92
2014 Q4	$771K	Buy	+16,911	New	+$821K	0.28%	84

Other funds holding SNY

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

Barrow, Hanley, Mewhinney & Strauss

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

Fisher Asset Management

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

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return