Caldwell Sutter Capital’s Sanofi SNY Stock Holding History

Caldwell Sutter 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	$2.41K	Hold	50	–	–	﹤0.01%	732
2025 Q4	$2.42K	Hold	50	–	–	﹤0.01%	720
2025 Q3	$2.36K	Hold	50	–	–	﹤0.01%	721
2025 Q2	$2.42K	Sell	50 -50	-50%	-$2.56K	﹤0.01%	702
2025 Q1	$5.55K	Sell	100 -35	-26%	-$1.9K	﹤0.01%	616
2024 Q4	$6.51K	Buy	135 +65	+93%	+$3.31K	﹤0.01%	604
2024 Q3	$4.03K	Hold	70	–	–	﹤0.01%	663
2024 Q2	$3.4K	Buy	70 +8	+13%	+$386	﹤0.01%	689
2024 Q1	$3.01K	Sell	62 -8	-11%	-$391	﹤0.01%	703
2023 Q4	$3.48K	Hold	70	–	–	﹤0.01%	677
2023 Q3	$3.75K	Sell	70 -20	-22%	-$1.07K	﹤0.01%	642
2023 Q2	$4.85K	Hold	90	–	–	﹤0.01%	610
2023 Q1	$4.9K	Buy	+90	New	+$4.38K	﹤0.01%	441

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 $653B AUM 32.41% 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