Summit Securities Group’s Sanofi SNY Stock Holding History

Summit Securities Group’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 Q4	–	Sell	-96,355	Closed	-$4.55M	–	1271
2025 Q3	$4.55M	Buy	96,355 +65,868	+216%	+$3.18M	1.49%	21
2025 Q2	$1.47M	Sell	30,487 -11,193	-27%	-$572K	0.53%	72
2025 Q1	$2.31M	Buy	+41,680	New	+$2.26M	1.6%	33
2023 Q4	–	Sell	-130,183	Closed	-$6.98M	–	939
2023 Q3	$6.98M	Buy	130,183 +101,430	+353%	+$5.41M	4.91%	27
2023 Q2	$1.55M	Sell	28,753 -148,883	-84%	-$8.01M	0.65%	72
2023 Q1	$9.67M	Buy	177,636 +177,436	+88,718%	+$8.63M	2.68%	26
2022 Q4	$10K	Hold	200	–	–	﹤0.01%	1034
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	810
2022 Q2	$10K	Buy	+200	New	+$10.6K	﹤0.01%	839
2022 Q1	–	Hold	0	–	–	–	1391
2021 Q4	–	Hold	0	–	–	–	1032
2016 Q3	–	Sell	-17,000	Closed	-$711K	–	272
2016 Q2	$711K	Buy	+17,000	New	+$697K	0.39%	59
2015 Q3	–	Sell	-1,500	Closed	-$74K	–	512
2015 Q2	$74K	Buy	+1,500	New	+$76K	0.04%	155
2014 Q3	–	Sell	-100	Closed	-$5K	–	800
2014 Q2	$5K	Buy	+100	New	+$5.31K	﹤0.01%	441

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

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

Bank of America

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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