Prudent Man Advisors’s Sanofi SNY Stock Holding History

Prudent Man 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
2023 Q4	–	Sell	-5,051	Closed	-$271K	–	195
2023 Q3	$271K	Sell	5,051 -173	-3%	-$9.22K	0.11%	142
2023 Q2	$282K	Hold	5,224	–	–	0.11%	146
2023 Q1	$284K	Hold	5,224	–	–	0.11%	145
2022 Q4	$253K	Buy	+5,224	New	+$229K	0.1%	159
2022 Q2	–	Sell	-4,098	Closed	-$210K	–	185
2022 Q1	$210K	Hold	4,098	–	–	0.09%	174
2021 Q4	$205K	Sell	4,098 -818	-17%	-$40.5K	0.08%	179
2021 Q3	$237K	Hold	4,916	–	–	0.09%	172
2021 Q2	$259K	Buy	4,916 +37	+0.8%	+$1.93K	0.1%	166
2021 Q1	$241K	Sell	4,879 -4	-0.1%	-$192	0.1%	169
2020 Q4	$237K	Hold	4,883	–	–	0.1%	157
2020 Q3	$245K	Sell	4,883 -76	-2%	-$3.91K	0.13%	136
2020 Q2	$253K	Buy	+4,959	New	+$241K	0.22%	117

Other funds holding SNY

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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 $653B AUM 32.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return