Salem Investment Counselors’s Sanofi SNY Stock Holding History

Salem Investment Counselors’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	$18.2K	Buy	+377	New	+$17.6K	﹤0.01%	776
2025 Q4	–	Sell	-362	Closed	-$17.1K	–	1024
2025 Q3	$17.1K	Hold	362	–	–	﹤0.01%	781
2025 Q2	$17.5K	Sell	362 -62	-15%	-$3.17K	﹤0.01%	749
2025 Q1	$23.5K	Buy	424 +62	+17%	+$3.36K	﹤0.01%	686
2024 Q4	$17.5K	Sell	362 -32	-8%	-$1.63K	﹤0.01%	749
2024 Q3	$22.7K	Buy	394 +32	+9%	+$1.73K	﹤0.01%	712
2024 Q2	$17.6K	Hold	362	–	–	﹤0.01%	739
2024 Q1	$17.6K	Sell	362 -171	-32%	-$8.35K	﹤0.01%	737
2023 Q4	$26.5K	Buy	+533	New	+$26.1K	﹤0.01%	656
2023 Q2	–	Sell	-1	Closed	-$55	–	1194
2023 Q1	$55	Hold	1	–	–	﹤0.01%	1104
2022 Q4	$48	Hold	1	–	–	﹤0.01%	1082
2022 Q3	$0	Sell	1 -351	-100%	-$15.6K	﹤0.01%	1117
2022 Q2	$18K	Buy	+352	New	+$18.7K	﹤0.01%	682
2021 Q1	–	Sell	-12	Closed	-$1K	–	905
2020 Q4	$1K	Buy	+12	New	+$592	﹤0.01%	781
2017 Q1	–	Sell	-1,635	Closed	-$66K	–	647
2016 Q4	$66K	Buy	+1,635	New	+$64.4K	0.01%	330

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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 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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return