American Trust’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

American Trust’s Portfolio SYNH Stock Details SYNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,256	Closed	-$201K	–	495
2022 Q3	$201K	Sell	4,256 -150	-3%	-$9.69K	0.02%	394
2022 Q2	$316K	Buy	4,406 +196	+5%	+$14.3K	0.03%	304
2022 Q1	$341K	Buy	4,210 +2,000	+90%	+$169K	0.02%	322
2021 Q4	$227K	Buy	+2,210	New	+$212K	0.02%	319

Other funds holding SYNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Trust's SYNH Position: Q4 2022 in Review

American Trust sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q4 2022, closing a stake of 4,256 shares — an estimated $201K sold.

American Trust first reported a position in SYNH in Q4 2021 and held it in 4 quarters. The position peaked at $341K in Q1 2022. 307 funds tracked by Wall St. Rank hold SYNH as of Q4 2022.

American Trust reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
American Trust sold 4,256 Syneos Health, Inc. Class A Common Stock shares in Q4 2022, an estimated $201K.
American Trust first reported a position in Syneos Health, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
American Trust's Syneos Health, Inc. Class A Common Stock position peaked at $341K in Q1 2022.
307 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q4 2022.

Based on American Trust's 13F filing for Q4 2022, filed 16 Feb 2023.