Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-23,098
Closed -$1.12M 1261
2025
Q4
$1.12M Buy
+23,098
New +$1.14M 0.04% 365
2025
Q1
Sell
-15,152
Closed -$731K 1267
2024
Q4
$731K Buy
+15,152
New +$770K 0.03% 483
2024
Q3
Sell
-5,688
Closed -$276K 1116
2024
Q2
$276K Buy
+5,688
New +$274K 0.01% 691
2021
Q1
Sell
-4,350
Closed -$211K 961
2020
Q4
$211K Buy
+4,350
New +$215K 0.01% 565
2016
Q4
Sell
-1,439
Closed -$55K 566
2016
Q3
$55K Sell
1,439
-2,371
-62% -$95.1K 0.01% 280
2016
Q2
$159K Sell
3,810
-2,318
-38% -$95K 0.01% 192
2016
Q1
$246K Buy
6,128
+81
+1% +$3.25K 0.02% 136
2015
Q4
$258K Buy
6,047
+4,294
+245% +$198K 0.05% 123
2015
Q3
$83K Sell
1,753
-2,304
-57% -$117K 0.02% 121
2015
Q2
$201K Buy
4,057
+2,112
+109% +$107K 0.04% 101
2015
Q1
$96K Buy
+1,945
New +$93K 0.02% 106

Other funds holding SNY