FFM
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Forum Financial Management’s Sanofi SNY Stock Holding History

Forum Financial Management’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 		– Sell
-69,279
Closed -$3.36M – 892
2025
Q4 		$3.36M Hold
69,279
– – 0.04% 97
2025
Q3 		$3.27M Buy
69,279
+12,250
+21% +$591K 0.04% 95
2025
Q2 		$2.76M Sell
57,029
-9,298
-14% -$475K 0.04% 95
2025
Q1 		$3.68M Sell
66,327
-500
-0.7% -$27.1K 0.06% 67
2024
Q4 		$3.22M Buy
66,827
+28,879
+76% +$1.47M 0.05% 74
2024
Q3 		$2.19M Buy
37,948
+26
+0.1% +$1.4K 0.04% 96
2024
Q2 		$1.84M Buy
37,922
+493
+1% +$23.8K 0.03% 114
2024
Q1 		$1.82M Buy
37,429
+1,790
+5% +$87.4K 0.03% 121
2023
Q4 		$1.77M Buy
35,639
+5,168
+17% +$253K 0.03% 102
2023
Q3 		$1.63M Buy
30,471
+200
+0.7% +$10.7K 0.04% 106
2023
Q2 		$1.63M Buy
30,271
+588
+2% +$31.6K 0.04% 102
2023
Q1 		$1.62M Buy
29,683
+6
+0% +$292 0.05% 92
2022
Q4 		$1.44M Sell
29,677
-164
-0.5% -$7.2K 0.05% 92
2022
Q3 		$1.14M Hold
29,841
– – 0.05% 99
2022
Q2 		$1.49M Buy
29,841
+173
+0.6% +$9.18K 0.08% 84
2022
Q1 		$1.52M Hold
29,668
– – 0.07% 84
2021
Q4 		$1.49M Buy
+29,668
New +$1.47M 0.08% 82

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
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
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return