XF
SNY icon

XML Financial’s Sanofi SNY Stock Holding History

XML Financial’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
-4,496
Closed -$224K – 350
2023
Q4 		$224K Sell
4,496
-5,445
-55% -$266K 0.02% 306
2023
Q3 		$533K Buy
9,941
+150
+2% +$8K 0.06% 199
2023
Q2 		$528K Sell
9,791
-550
-5% -$29.6K 0.06% 209
2023
Q1 		$563K Sell
10,341
-294
-3% -$14.3K 0.07% 201
2022
Q4 		$515K Sell
10,635
-50
-0.5% -$2.19K 0.06% 201
2022
Q3 		$406K Buy
+10,685
New +$476K 0.06% 210
2022
Q2 		– Sell
-9,831
Closed -$505K – 322
2022
Q1 		$505K Buy
9,831
+1,600
+19% +$82.6K 0.06% 205
2021
Q4 		$412K Hold
8,231
– – 0.05% 223
2021
Q3 		$397K Buy
+8,231
New +$419K 0.05% 221

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
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

XML Financial's SNY Position: Q1 2024 in Review

XML Financial sold out of Sanofi (SNY) in Q1 2024, closing a stake of 4,496 shares — an estimated $224K sold.

XML Financial first reported a position in SNY in Q3 2021 and held it in 9 quarters. The position peaked at $563K in Q1 2023. 713 funds tracked by Wall St. Rank hold SNY as of Q1 2024.

  • XML Financial reported no remaining Sanofi position as of Q1 2024 after selling out during the quarter.
  • XML Financial sold 4,496 Sanofi shares in Q1 2024, an estimated $224K.
  • XML Financial first reported a position in Sanofi in Q3 2021 and held it in 9 quarters.
  • XML Financial's Sanofi position peaked at $563K in Q1 2023.
  • 713 funds tracked by Wall St. Rank held Sanofi as of Q1 2024.

Based on XML Financial's 13F filing for Q1 2024, filed 15 May 2024.