Synergy Asset Management’s Sanofi SNY Stock Holding History

Synergy 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
2026 Q1	$5.17M	Buy	+107,346	New	+$5.01M	0.55%	38
2025 Q1	–	Sell	-519	Closed	-$29.9K	–	723
2024 Q4	$29.9K	Buy	+519	New	+$26.4K	﹤0.01%	327
2024 Q2	–	Sell	-56,528	Closed	-$2.75M	–	166
2024 Q1	$2.75M	Sell	56,528 -4,181	-7%	-$204K	0.47%	62
2023 Q4	$3.02M	Sell	60,709 -5,223	-8%	-$255K	0.54%	59
2023 Q3	$3.54M	Buy	65,932 +16,839	+34%	+$898K	0.7%	37
2023 Q2	$2.65M	Sell	49,093 -16,011	-25%	-$862K	0.65%	46
2023 Q1	$3.54M	Sell	65,104 -235	-0.4%	-$11.4K	0.85%	33
2022 Q4	$3.16M	Sell	65,339 -4,974	-7%	-$218K	0.81%	36
2022 Q3	$2.67M	Buy	+70,313	New	+$3.13M	0.72%	38

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 $1.02T AUM 30.18% 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 $1.56T 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