XF
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XML Financial’s Sanofi SNY Stock Holding History

XML Financial’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
2024
Q1 		– Sell
-4,496
Closed -$224K – 350
2023
Q4 		$224K Sell
4,496
-5,445
-55% -$266K 0.02% 306
2023
Q3 		$533K Buy
9,941
+150
+2% +$8K 0.06% 199
2023
Q2 		$528K Sell
9,791
-550
-5% -$29.6K 0.06% 209
2023
Q1 		$563K Sell
10,341
-294
-3% -$14.3K 0.07% 201
2022
Q4 		$515K Sell
10,635
-50
-0.5% -$2.19K 0.06% 201
2022
Q3 		$406K Buy
+10,685
New +$476K 0.06% 210
2022
Q2 		– Sell
-9,831
Closed -$505K – 322
2022
Q1 		$505K Buy
9,831
+1,600
+19% +$82.6K 0.06% 205
2021
Q4 		$412K Hold
8,231
– – 0.05% 223
2021
Q3 		$397K Buy
+8,231
New +$419K 0.05% 221

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM