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Berman Capital Advisors’s Synchrony SYF Stock Holding History

Berman Capital 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
2021
Q3 		$140K Buy
2,890
+1,473
+104% +$71.6K 0.02% 352
2021
Q2 		$67K Buy
1,417
+350
+33% +$15.9K 0.01% 488
2021
Q1 		$42K Buy
1,067
+534
+100% +$20.6K 0.01% 539
2020
Q4 		$18K Buy
533
+233
+78% +$7K ﹤0.01% 707
2020
Q3 		$7K Buy
300
+1
+0.3% +$24 ﹤0.01% 939
2020
Q2 		$6K Sell
299
-498
-62% -$9.7K ﹤0.01% 950
2020
Q1 		$12K Buy
797
+14
+2% +$408 ﹤0.01% 628
2019
Q4 		$28K Buy
783
+2
+0.3% +$72 0.01% 448
2019
Q3 		$26K Sell
781
-22
-3% -$755 0.01% 441
2019
Q2 		$27K Buy
803
+134
+20% +$4.54K 0.01% 434
2019
Q1 		$21K Buy
669
+219
+49% +$6.59K 0.01% 445
2018
Q4 		$10K Buy
+450
New +$12.2K ﹤0.01% 515

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

Berman Capital Advisors's SYF Position: Q3 2021 in Review

Berman Capital Advisors increased its Synchrony (SYF) stake by 104% in Q3 2021, buying an estimated $71.6K and bringing the position to 2,890 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #352.

Berman Capital Advisors first reported a position in SYF in Q4 2018 and has held it in 12 quarters since. 737 funds tracked by Wall St. Rank hold SYF as of Q3 2021.

  • Berman Capital Advisors held 2,890 shares of Synchrony worth $140K as of Q3 2021.
  • Berman Capital Advisors bought 1,473 Synchrony shares in Q3 2021, an estimated $71.6K.
  • Synchrony made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #352 holding.
  • Berman Capital Advisors first reported a position in Synchrony in Q4 2018 and has held it in 12 quarters since.
  • 737 funds tracked by Wall St. Rank held Synchrony as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.