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Westover Capital Advisors’s Sanofi SNY Stock Holding History

Westover Capital Advisors’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
Q1 		– Sell
-6,226
Closed -$310K – 199
2023
Q4 		$310K Sell
6,226
-9,053
-59% -$443K 0.1% 137
2023
Q3 		$820K Buy
15,279
+4,382
+40% +$234K 0.3% 79
2023
Q2 		$587K Sell
10,897
-40
-0.4% -$2.15K 0.2% 94
2023
Q1 		$595K Buy
10,937
+3,087
+39% +$150K 0.22% 89
2022
Q4 		$380K Sell
7,850
-4,794
-38% -$210K 0.15% 98
2022
Q3 		$481K Buy
+12,644
New +$563K 0.18% 97
2021
Q1 		– Sell
-23,540
Closed -$1.14M – 174
2020
Q4 		$1.14M Buy
23,540
+2,036
+9% +$100K 0.41% 63
2020
Q3 		$1.08M Buy
21,504
+3,790
+21% +$195K 0.44% 59
2020
Q2 		$904K Buy
+17,714
New +$861K 0.42% 63
2018
Q1 		– Sell
-44,713
Closed -$1.92M – 121
2017
Q4 		$1.92M Sell
44,713
-13,700
-23% -$632K 1.06% 33
2017
Q3 		$2.91M Sell
58,413
-3,028
-5% -$147K 1.71% 17
2017
Q2 		$2.94M Sell
61,441
-2,533
-4% -$121K 1.94% 16
2017
Q1 		$2.9M Buy
63,974
+5,786
+10% +$245K 1.93% 18
2016
Q4 		$2.35M Buy
+58,188
New +$2.29M 1.68% 22

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Westover Capital Advisors's SNY Position: Q1 2024 in Review

Westover Capital Advisors sold out of Sanofi (SNY) in Q1 2024, closing a stake of 6,226 shares — an estimated $310K sold.

Westover Capital Advisors first reported a position in SNY in Q4 2016 and held it in 14 quarters. The position peaked at $2.94M in Q2 2017. 713 funds tracked by Wall St. Rank hold SNY as of Q1 2024.

  • Westover Capital Advisors reported no remaining Sanofi position as of Q1 2024 after selling out during the quarter.
  • Westover Capital Advisors sold 6,226 Sanofi shares in Q1 2024, an estimated $310K.
  • Westover Capital Advisors first reported a position in Sanofi in Q4 2016 and held it in 14 quarters.
  • Westover Capital Advisors's Sanofi position peaked at $2.94M in Q2 2017.
  • 713 funds tracked by Wall St. Rank held Sanofi as of Q1 2024.

Based on Westover Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.