Beverly Hills Private Wealth’s Sanofi SNY Stock Holding History

Beverly Hills Private Wealth’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	$717K	Buy	14,891 +8,051	+118%	+$375K	0.12%	151
2025 Q4	$331K	Sell	6,840 -6,755	-50%	-$335K	0.06%	236
2025 Q3	$642K	Sell	13,595 -2,865	-17%	-$138K	0.11%	158
2025 Q2	$795K	Sell	16,460 -563	-3%	-$28.8K	0.15%	142
2025 Q1	$944K	Buy	17,023 +498	+3%	+$27K	0.19%	127
2024 Q4	$797K	Sell	16,525 -2,174	-12%	-$111K	0.16%	134
2024 Q3	$1.08M	Sell	18,699 -3,618	-16%	-$195K	0.22%	119
2024 Q2	$1.08M	Sell	22,317 -417	-2%	-$20.1K	0.24%	108
2024 Q1	$1.1M	Buy	22,734 +4,057	+22%	+$198K	0.26%	94
2023 Q4	$929K	Sell	18,677 -6,246	-25%	-$305K	0.24%	97
2023 Q3	$1.34M	Sell	24,923 -25,652	-51%	-$1.37M	0.4%	73
2023 Q2	$2.61M	Buy	50,575 +28,118	+125%	+$1.51M	0.43%	65
2023 Q1	$1.22M	Buy	22,457 +11,501	+105%	+$559K	0.38%	73
2022 Q4	$531K	Buy	+10,956	New	+$481K	0.23%	106

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