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Cascade Investment Advisors’s Synchrony SYF Stock Holding History

Cascade 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
2021
Q2 		– Sell
-28,700
Closed -$1.17M – 277
2021
Q1 		$1.17M Buy
28,700
+385
+1% +$14.8K 0.76% 71
2020
Q4 		$983K Buy
28,315
+35
+0.1% +$1.05K 0.72% 76
2020
Q3 		$740K Buy
28,280
+435
+2% +$10.6K 0.63% 73
2020
Q2 		$617K Buy
27,845
+3,800
+16% +$74K 0.58% 79
2020
Q1 		$387K Buy
24,045
+325
+1% +$9.48K 0.43% 84
2019
Q4 		$854K Buy
23,720
+715
+3% +$25.6K 0.65% 73
2019
Q3 		$784K Buy
23,005
+1,495
+7% +$51.3K 0.61% 75
2019
Q2 		$746K Buy
+21,510
New +$729K 0.63% 74

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cascade Investment Advisors's SYF Position: Q2 2021 in Review

Cascade Investment Advisors sold out of Synchrony (SYF) in Q2 2021, closing a stake of 28,700 shares — an estimated $1.17M sold.

Cascade Investment Advisors first reported a position in SYF in Q2 2019 and held it in 8 quarters. The position peaked at $1.17M in Q1 2021. 717 funds tracked by Wall St. Rank hold SYF as of Q2 2021.

  • Cascade Investment Advisors reported no remaining Synchrony position as of Q2 2021 after selling out during the quarter.
  • Cascade Investment Advisors sold 28,700 Synchrony shares in Q2 2021, an estimated $1.17M.
  • Cascade Investment Advisors first reported a position in Synchrony in Q2 2019 and held it in 8 quarters.
  • Cascade Investment Advisors's Synchrony position peaked at $1.17M in Q1 2021.
  • 717 funds tracked by Wall St. Rank held Synchrony as of Q2 2021.

Based on Cascade Investment Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.