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Waldron Private Wealth’s Sanofi SNY Stock Holding History

Waldron Private 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
2015
Q2 		– Sell
-4,617
Closed -$228K – 129
2015
Q1 		$228K Buy
+4,617
New +$221K 0.09% 110
2014
Q2 		– Sell
-5,203
Closed -$272K – 128
2014
Q1 		$272K Hold
5,203
– – 0.13% 76
2013
Q4 		$279K Buy
+5,203
New +$268K 0.13% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Waldron Private Wealth's SNY Position: Q2 2015 in Review

Waldron Private Wealth sold out of Sanofi (SNY) in Q2 2015, closing a stake of 4,617 shares — an estimated $228K sold.

Waldron Private Wealth first reported a position in SNY in Q4 2013 and held it in 3 quarters. The position peaked at $279K in Q4 2013. 503 funds tracked by Wall St. Rank hold SNY as of Q2 2015.

  • Waldron Private Wealth reported no remaining Sanofi position as of Q2 2015 after selling out during the quarter.
  • Waldron Private Wealth sold 4,617 Sanofi shares in Q2 2015, an estimated $228K.
  • Waldron Private Wealth first reported a position in Sanofi in Q4 2013 and held it in 3 quarters.
  • Waldron Private Wealth's Sanofi position peaked at $279K in Q4 2013.
  • 503 funds tracked by Wall St. Rank held Sanofi as of Q2 2015.

Based on Waldron Private Wealth's 13F filing for Q2 2015, filed 12 Aug 2015.