Simplify Asset Management’s Sanofi SNY Stock Holding History

Simplify Asset Management’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 Q3	–	Sell	-20,716	Closed	-$1M	–	139
2025 Q2	$1M	Sell	20,716 -19,881	-49%	-$1.02M	0.06%	61
2025 Q1	$2.25M	Buy	40,597 +210	+0.5%	+$11.4K	0.11%	42
2024 Q4	$1.95M	Sell	40,387 -163,756	-80%	-$8.33M	0.14%	51
2024 Q3	$11.8M	Buy	+204,143	New	+$11M	0.81%	20
2023 Q4	–	Sell	-59,358	Closed	-$3.18M	–	150
2023 Q3	$3.18M	Sell	59,358 -21,455	-27%	-$1.14M	0.52%	31
2023 Q2	$4.36M	Buy	80,813 +19,976	+33%	+$1.07M	0.79%	15
2023 Q1	$3.31M	Buy	+60,837	New	+$2.96M	0.59%	24
2022 Q4	–	Sell	-32,643	Closed	-$1.24M	–	87
2022 Q3	$1.24M	Buy	32,643 +10,200	+45%	+$455K	0.17%	37
2022 Q2	$1.12M	Buy	+22,443	New	+$1.19M	0.14%	37

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return