Crestwood Advisors Group’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Crestwood Advisors Group’s Portfolio SYNH Stock Details SYNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-230,239	Closed	-$10.9M	–	284
2022 Q3	$10.9M	Sell	230,239 -178,264	-44%	-$11.5M	0.39%	69
2022 Q2	$29.3M	Buy	408,503 +9,055	+2%	+$662K	0.99%	38
2022 Q1	$32.3M	Buy	399,448 +142,205	+55%	+$12M	0.91%	42
2021 Q4	$26.4M	Sell	257,243 -12,728	-5%	-$1.22M	0.69%	53
2021 Q3	$23.6M	Buy	269,971 +19,992	+8%	+$1.81M	0.67%	54
2021 Q2	$22.4M	Buy	249,979 +9,957	+4%	+$841K	0.65%	55
2021 Q1	$18.2M	Buy	+240,022	New	+$18.1M	0.57%	58

Other funds holding SYNH

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Crestwood Advisors Group's SYNH Position: Q4 2022 in Review

Crestwood Advisors Group sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q4 2022, closing a stake of 230,239 shares — an estimated $10.9M sold.

Crestwood Advisors Group first reported a position in SYNH in Q1 2021 and held it in 7 quarters. The position peaked at $32.3M in Q1 2022. 307 funds tracked by Wall St. Rank hold SYNH as of Q4 2022.

Crestwood Advisors Group reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Crestwood Advisors Group sold 230,239 Syneos Health, Inc. Class A Common Stock shares in Q4 2022, an estimated $10.9M.
Crestwood Advisors Group first reported a position in Syneos Health, Inc. Class A Common Stock in Q1 2021 and held it in 7 quarters.
Crestwood Advisors Group's Syneos Health, Inc. Class A Common Stock position peaked at $32.3M in Q1 2022.
307 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q4 2022.

Based on Crestwood Advisors Group's 13F filing for Q4 2022, filed 14 Feb 2023.