OFA
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Oak Family Advisors’s Sanofi SNY Stock Holding History

Oak Family Advisors’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
2024
Q1 		– Sell
-60,621
Closed -$3.01M – 125
2023
Q4 		$3.01M Sell
60,621
-94,271
-61% -$4.61M 1.27% 29
2023
Q3 		$8.31M Buy
154,892
+10,072
+7% +$537K 3.93% 2
2023
Q2 		$7.81M Sell
144,820
-1,785
-1% -$96K 3.7% 2
2023
Q1 		$7.98M Sell
146,605
-35,778
-20% -$1.74M 3.93% 3
2022
Q4 		$8.83M Buy
182,383
+18,328
+11% +$804K 4.73% 2
2022
Q3 		$6.24M Buy
164,055
+54,995
+50% +$2.45M 4.04% 5
2022
Q2 		$5.46M Buy
109,060
+68,675
+170% +$3.65M 3.19% 6
2022
Q1 		$2.07M Sell
40,385
-20,231
-33% -$1.04M 1.05% 34
2021
Q4 		$3.04M Buy
60,616
+2,187
+4% +$108K 1.46% 19
2021
Q3 		$2.82M Sell
58,429
-38,156
-40% -$1.94M 1.48% 22
2021
Q2 		$5.09M Sell
96,585
-2,547
-3% -$133K 3.05% 8
2021
Q1 		$4.9M Buy
99,132
+1,847
+2% +$88.7K 3.36% 6
2020
Q4 		$4.73M Buy
+97,285
New +$4.8M 3.45% 7

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM