Waterfront Wealth’s Sanofi SNY Stock Holding History

Waterfront Wealth’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	$2.89M	Buy	60,042 +10,375	+21%	+$484K	0.53%	56
2025 Q4	$2.35M	Buy	49,667 +548	+1%	+$27.2K	0.45%	65
2025 Q3	$2.46M	Buy	49,119 +214	+0.4%	+$10.3K	0.5%	56
2025 Q2	$2.36M	Sell	48,905 -736	-1%	-$37.6K	0.53%	53
2025 Q1	$2.75M	Sell	49,641 -317	-0.6%	-$17.2K	0.67%	39
2024 Q4	$2.41M	Buy	49,958 +15,748	+46%	+$801K	0.59%	45
2024 Q3	$1.85M	Buy	34,210 +719	+2%	+$38.8K	0.45%	60
2024 Q2	$1.62M	Buy	33,491 +586	+2%	+$28.3K	0.44%	64
2024 Q1	$1.61M	Buy	32,905 +3,856	+13%	+$188K	0.45%	64
2023 Q4	$1.44M	Sell	29,049 -86	-0.3%	-$4.21K	0.43%	64
2023 Q3	$1.52M	Buy	29,135 +1,622	+6%	+$86.5K	0.5%	54
2023 Q2	$1.48M	Buy	27,513 +191	+0.7%	+$10.3K	0.44%	58
2023 Q1	$1.49M	Buy	27,322 +27	+0.1%	+$1.31K	0.49%	54
2022 Q4	$1.32M	Buy	27,295 +2,555	+10%	+$112K	0.45%	60
2022 Q3	$1.04M	Buy	24,740 +8,476	+52%	+$378K	0.4%	75
2022 Q2	$814K	Buy	16,264 +1,075	+7%	+$57.1K	0.33%	88
2022 Q1	$853K	Buy	15,189 +1,210	+9%	+$62.5K	0.3%	89
2021 Q4	$700K	Buy	13,979 +731	+6%	+$36.2K	0.28%	91
2021 Q3	$639K	Buy	13,248 +408	+3%	+$20.7K	0.31%	80
2021 Q2	$676K	Buy	12,840 +1,623	+14%	+$84.7K	0.32%	80
2021 Q1	$554K	Buy	+11,217	New	+$539K	0.28%	89

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