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Willingdon Wealth Management’s Sanofi SNY Stock Holding History

Willingdon 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
2019
Q4 		– Sell
-17
Closed -$1K – 518
2019
Q3 		$1K Buy
+17
New +$733 ﹤0.01% 466
2018
Q4 		– Sell
-65
Closed -$3K – 398
2018
Q3 		$3K Buy
+65
New +$2.78K ﹤0.01% 354
2018
Q1 		– Sell
-117
Closed -$5K – 379
2017
Q4 		$5K Buy
+117
New +$5.39K ﹤0.01% 292

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Willingdon Wealth Management's SNY Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Sanofi (SNY) in Q4 2019, closing a stake of 17 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in SNY in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 532 funds tracked by Wall St. Rank hold SNY as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Sanofi position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 17 Sanofi shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Sanofi in Q4 2017 and held it in 3 quarters.
  • Willingdon Wealth Management's Sanofi position peaked at $5K in Q4 2017.
  • 532 funds tracked by Wall St. Rank held Sanofi as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.