Mitchell & Pahl Private Wealth’s Sanofi SNY Stock Holding History

Mitchell & Pahl 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
2025 Q2	–	Sell	-4,134	Closed	-$229K	–	145
2025 Q1	$229K	Sell	4,134 -47	-1%	-$2.54K	0.11%	143
2024 Q4	$202K	Buy	4,181 +133	+3%	+$6.76K	0.09%	146
2024 Q3	$233K	Sell	4,048 -90	-2%	-$4.86K	0.11%	145
2024 Q2	$201K	Sell	4,138 -11	-0.3%	-$531	0.11%	142
2024 Q1	$202K	Sell	4,149 -486	-10%	-$23.7K	0.11%	142
2023 Q4	$230K	Sell	4,635 -281	-6%	-$13.7K	0.13%	138
2023 Q3	$264K	Sell	4,916 -268	-5%	-$14.3K	0.16%	140
2023 Q2	$279K	Sell	5,184 -370	-7%	-$19.9K	0.17%	141
2023 Q1	$302K	Sell	5,554 -249	-4%	-$12.1K	0.19%	140
2022 Q4	$281K	Sell	5,803 -1,571	-21%	-$69K	0.18%	139
2022 Q3	$280K	Sell	7,374 -579	-7%	-$25.8K	0.21%	133
2022 Q2	$398K	Sell	7,953 -293	-4%	-$15.6K	0.28%	114
2022 Q1	$423K	Sell	8,246 -50	-0.6%	-$2.58K	0.27%	111
2021 Q4	$416K	Sell	8,296 -107	-1%	-$5.29K	0.27%	112
2021 Q3	$405K	Sell	8,403 -8	-0.1%	-$407	0.29%	106
2021 Q2	$443K	Sell	8,411 -79	-0.9%	-$4.12K	0.32%	97
2021 Q1	$420K	Sell	8,490 -405	-5%	-$19.5K	0.33%	96
2020 Q4	$432K	Buy	+8,895	New	+$439K	0.37%	86

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

Bank of America

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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