Avalon Trust’s Synchrony SYF Stock Holding History

Avalon Trust’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
2023 Q3	–	Sell	-110	Closed	-$3.73K	–	333
2023 Q2	$3.73K	Hold	110	–	–	﹤0.01%	294
2023 Q1	$3.2K	Buy	+110	New	+$3.69K	﹤0.01%	295

Other funds holding SYF

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avalon Trust's SYF Position: Q3 2023 in Review

Avalon Trust sold out of Synchrony (SYF) in Q3 2023, closing a stake of 110 shares — an estimated $3.73K sold.

Avalon Trust first reported a position in SYF in Q1 2023 and held it in 2 quarters. The position peaked at $3.73K in Q2 2023. 652 funds tracked by Wall St. Rank hold SYF as of Q3 2023.

Avalon Trust reported no remaining Synchrony position as of Q3 2023 after selling out during the quarter.
Avalon Trust sold 110 Synchrony shares in Q3 2023, an estimated $3.73K.
Avalon Trust first reported a position in Synchrony in Q1 2023 and held it in 2 quarters.
Avalon Trust's Synchrony position peaked at $3.73K in Q2 2023.
652 funds tracked by Wall St. Rank held Synchrony as of Q3 2023.

Based on Avalon Trust's 13F filing for Q3 2023, filed 13 Nov 2023.