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

Fidelity Investments

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

Fisher Asset Management

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

Boston Partners

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

Bank of America

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

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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM