Clean Yield Group’s Synchrony SYF Stock Holding History

Clean Yield Group’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
2025 Q2	–	Sell	-48	Closed	-$2.54K	–	443
2025 Q1	$2.54K	Hold	48	–	–	﹤0.01%	376
2024 Q4	$3.12K	Hold	48	–	–	﹤0.01%	382
2024 Q3	$2.39K	Buy	+48	New	+$2.32K	﹤0.01%	403
2023 Q1	–	Sell	-134	Closed	-$4.4K	–	459
2022 Q4	$4.4K	Buy	+134	New	+$4.59K	﹤0.01%	380
2022 Q2	–	Sell	-60	Closed	-$2K	–	472
2022 Q1	$2K	Buy	+60	New	+$2.51K	﹤0.01%	448
2021 Q4	–	Sell	-225	Closed	-$11K	–	481
2021 Q3	$11K	Buy	+225	New	+$10.9K	﹤0.01%	366
2020 Q4	–	Sell	-591	Closed	-$15K	–	438
2020 Q3	$15K	Hold	591	–	–	0.01%	286
2020 Q2	$13K	Hold	591	–	–	0.01%	292
2020 Q1	$10K	Hold	591	–	–	﹤0.01%	309
2019 Q4	$21K	Hold	591	–	–	0.01%	279
2019 Q3	$20K	Hold	591	–	–	0.01%	267
2019 Q2	$20K	Hold	591	–	–	0.01%	266
2019 Q1	$19K	Hold	591	–	–	0.01%	247
2018 Q4	$14K	Buy	+591	New	+$16K	0.01%	250
2017 Q2	–	Sell	-1,511	Closed	-$52K	–	255
2017 Q1	$52K	Buy	+1,511	New	+$54.2K	0.02%	186
2016 Q4	–	Sell	-1,584	Closed	-$44K	–	263
2016 Q3	$44K	Hold	1,584	–	–	0.02%	192
2016 Q2	$40K	Hold	1,584	–	–	0.02%	191
2016 Q1	$46K	Buy	+1,584	New	+$44K	0.02%	177

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Clean Yield Group's SYF Position: Q2 2025 in Review

Clean Yield Group sold out of Synchrony (SYF) in Q2 2025, closing a stake of 48 shares — an estimated $2.54K sold.

Clean Yield Group first reported a position in SYF in Q1 2016 and held it in 18 quarters. The position peaked at $52K in Q1 2017. 875 funds tracked by Wall St. Rank hold SYF as of Q2 2025.

Clean Yield Group reported no remaining Synchrony position as of Q2 2025 after selling out during the quarter.
Clean Yield Group sold 48 Synchrony shares in Q2 2025, an estimated $2.54K.
Clean Yield Group first reported a position in Synchrony in Q1 2016 and held it in 18 quarters.
Clean Yield Group's Synchrony position peaked at $52K in Q1 2017.
875 funds tracked by Wall St. Rank held Synchrony as of Q2 2025.

Based on Clean Yield Group's 13F filing for Q2 2025, filed 17 Jul 2025.