Claris Advisors’s Synchrony SYF Stock Holding History

Claris 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
2024 Q4	–	Sell	-21	Closed	-$1.05K	–	1020
2024 Q3	$1.05K	Buy	+21	New	+$1.02K	﹤0.01%	425

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Claris Advisors's SYF Position: Q4 2024 in Review

Claris Advisors sold out of Synchrony (SYF) in Q4 2024, closing a stake of 21 shares — an estimated $1.05K sold.

Claris Advisors first reported a position in SYF in Q3 2024 and held it in 1 quarter. The position peaked at $1.05K in Q3 2024. 898 funds tracked by Wall St. Rank hold SYF as of Q4 2024.

Claris Advisors reported no remaining Synchrony position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 21 Synchrony shares in Q4 2024, an estimated $1.05K.
Claris Advisors first reported a position in Synchrony in Q3 2024 and held it in 1 quarter.
Claris Advisors's Synchrony position peaked at $1.05K in Q3 2024.
898 funds tracked by Wall St. Rank held Synchrony as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.