Aspen Grove Capital’s Sanofi SNY Stock Holding History

Aspen Grove Capital’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
2026 Q1	$372K	Buy	7,725 +87	+1%	+$4.06K	0.07%	116
2025 Q4	$370K	Sell	7,638 -1	-0%	-$50	0.06%	117
2025 Q3	$361K	Sell	7,639 -3,507	-31%	-$169K	0.06%	121
2025 Q2	$538K	Buy	11,146 +115	+1%	+$5.88K	0.09%	105
2025 Q1	$612K	Buy	11,031 +2,108	+24%	+$114K	0.12%	98
2024 Q4	$430K	Sell	8,923 -1,460	-14%	-$74.2K	0.09%	114
2024 Q3	$598K	Hold	10,383	–	–	0.13%	89
2024 Q2	$504K	Buy	10,383 +319	+3%	+$15.4K	0.12%	101
2024 Q1	$489K	Buy	10,064 +57	+0.6%	+$2.78K	0.14%	95
2023 Q4	$504K	Sell	10,007 -186	-2%	-$9.1K	0.15%	87
2023 Q3	$547K	Sell	10,193 -87	-0.8%	-$4.64K	0.2%	82
2023 Q2	$554K	Sell	10,280 -56	-0.5%	-$3.01K	0.18%	105
2023 Q1	$562K	Buy	10,336 +696	+7%	+$33.9K	0.25%	83
2022 Q4	$467K	Buy	+9,640	New	+$423K	0.22%	84

Other funds holding SNY

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

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

Fisher Asset Management

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

Bank of America

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return