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Appleton Partners’s Synchrony SYF Stock Holding History

Appleton Partners’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
2021
Q4 		– Sell
-4,214
Closed -$206K – 312
2021
Q3 		$206K Buy
+4,214
New +$205K 0.02% 286
2020
Q2 		– Sell
-25,407
Closed -$409K – 268
2020
Q1 		$409K Sell
25,407
-1,475
-5% -$43K 0.06% 186
2019
Q4 		$968K Buy
26,882
+7,662
+40% +$274K 0.11% 150
2019
Q3 		$655K Buy
19,220
+11,345
+144% +$389K 0.08% 167
2019
Q2 		$273K Buy
+7,875
New +$267K 0.03% 245

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Appleton Partners's SYF Position: Q4 2021 in Review

Appleton Partners sold out of Synchrony (SYF) in Q4 2021, closing a stake of 4,214 shares — an estimated $206K sold.

Appleton Partners first reported a position in SYF in Q2 2019 and held it in 5 quarters. The position peaked at $968K in Q4 2019. 766 funds tracked by Wall St. Rank hold SYF as of Q4 2021.

  • Appleton Partners reported no remaining Synchrony position as of Q4 2021 after selling out during the quarter.
  • Appleton Partners sold 4,214 Synchrony shares in Q4 2021, an estimated $206K.
  • Appleton Partners first reported a position in Synchrony in Q2 2019 and held it in 5 quarters.
  • Appleton Partners's Synchrony position peaked at $968K in Q4 2019.
  • 766 funds tracked by Wall St. Rank held Synchrony as of Q4 2021.

Based on Appleton Partners's 13F filing for Q4 2021, filed 3 Feb 2022.