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Transform Wealth’s Sanofi SNY Stock Holding History

Transform Wealth’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
2017
Q1 		– Sell
-13,891
Closed -$562K – 230
2016
Q4 		$562K Buy
13,891
+1,603
+13% +$63.2K 0.22% 142
2016
Q3 		$469K Buy
12,288
+440
+4% +$17.7K 0.2% 139
2016
Q2 		$496K Buy
+11,848
New +$486K 0.21% 138

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Transform Wealth's SNY Position: Q1 2017 in Review

Transform Wealth sold out of Sanofi (SNY) in Q1 2017, closing a stake of 13,891 shares — an estimated $562K sold.

Transform Wealth first reported a position in SNY in Q2 2016 and held it in 3 quarters. The position peaked at $562K in Q4 2016. 455 funds tracked by Wall St. Rank hold SNY as of Q1 2017.

  • Transform Wealth reported no remaining Sanofi position as of Q1 2017 after selling out during the quarter.
  • Transform Wealth sold 13,891 Sanofi shares in Q1 2017, an estimated $562K.
  • Transform Wealth first reported a position in Sanofi in Q2 2016 and held it in 3 quarters.
  • Transform Wealth's Sanofi position peaked at $562K in Q4 2016.
  • 455 funds tracked by Wall St. Rank held Sanofi as of Q1 2017.

Based on Transform Wealth's 13F filing for Q1 2017, filed 4 May 2017.