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Affinity Investment Advisors’s Synchrony SYF Stock Holding History

Affinity Investment Advisors’s Portfolio SYF Stock Details SYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,230
Closed -$361K – 148
2024
Q3 		$361K Hold
7,230
– – 0.25% 104
2024
Q2 		$341K Sell
7,230
-265
-4% -$11.5K 0.26% 102
2024
Q1 		$323K Hold
7,495
– – 0.24% 104
2023
Q4 		$286K Buy
+7,495
New +$237K 0.19% 151
2022
Q2 		– Sell
-8,091
Closed -$282K – 210
2022
Q1 		$282K Buy
8,091
+879
+12% +$36.8K 0.12% 173
2021
Q4 		$335K Buy
7,212
+1,591
+28% +$76.5K 0.13% 154
2021
Q3 		$275K Buy
5,621
+1,256
+29% +$61K 0.12% 158
2021
Q2 		$212K Buy
+4,365
New +$199K 0.1% 156

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Affinity Investment Advisors's SYF Position: Q4 2024 in Review

Affinity Investment Advisors sold out of Synchrony (SYF) in Q4 2024, closing a stake of 7,230 shares — an estimated $361K sold.

Affinity Investment Advisors first reported a position in SYF in Q2 2021 and held it in 8 quarters. The position peaked at $361K in Q3 2024. 898 funds tracked by Wall St. Rank hold SYF as of Q4 2024.

  • Affinity Investment Advisors reported no remaining Synchrony position as of Q4 2024 after selling out during the quarter.
  • Affinity Investment Advisors sold 7,230 Synchrony shares in Q4 2024, an estimated $361K.
  • Affinity Investment Advisors first reported a position in Synchrony in Q2 2021 and held it in 8 quarters.
  • Affinity Investment Advisors's Synchrony position peaked at $361K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Synchrony as of Q4 2024.

Based on Affinity Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.