Koss-Olinger Consulting’s Sanofi SNY Stock Holding History

Koss-Olinger Consulting’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
2025 Q4	–	Sell	-4,767	Closed	-$230K	–	309
2025 Q3	$230K	Hold	4,767	–	–	0.02%	287
2025 Q2	$230K	Sell	4,767 -195	-4%	-$9.96K	0.02%	291
2025 Q1	$275K	Buy	+4,962	New	+$269K	0.02%	261
2024 Q4	–	Sell	-4,962	Closed	-$286K	–	270
2024 Q3	$286K	Hold	4,962	–	–	0.02%	232
2024 Q2	$241K	Buy	+4,962	New	+$239K	0.02%	231
2024 Q1	–	Sell	-5,192	Closed	-$258K	–	263
2023 Q4	$258K	Hold	5,192	–	–	0.03%	258
2023 Q3	$278K	Buy	5,192 +95	+2%	+$5.07K	0.04%	200
2023 Q2	$275K	Hold	5,097	–	–	0.03%	200
2023 Q1	$277K	Sell	5,097 -163	-3%	-$7.93K	0.03%	184
2022 Q4	$255K	Buy	+5,260	New	+$231K	0.04%	174
2021 Q4	–	Sell	-6,162	Closed	-$297K	–	252
2021 Q3	$297K	Sell	6,162 -174	-3%	-$8.85K	0.05%	172
2021 Q2	$334K	Buy	6,336 +506	+9%	+$26.4K	0.05%	177
2021 Q1	$288K	Buy	+5,830	New	+$280K	0.05%	174

Other funds holding SNY

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

Fisher Asset Management

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

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

Bank of America

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

Barrow, Hanley, Mewhinney & Strauss

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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