DI
SYF icon

Disciplined Investments’s Synchrony SYF Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-66
Closed -$2.24K – 1367
2023
Q2 		$2.24K Buy
66
+17
+35% +$519 ﹤0.01% 622
2023
Q1 		$1.43K Sell
49
-8
-14% -$269 ﹤0.01% 815
2022
Q4 		$1.87K Sell
57
-21
-27% -$719 ﹤0.01% 649
2022
Q3 		$2K Buy
78
+2
+3% +$65 ﹤0.01% 723
2022
Q2 		$2K Buy
76
+15
+25% +$521 ﹤0.01% 743
2022
Q1 		$2K Buy
+61
New +$2.55K ﹤0.01% 789

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Disciplined Investments's SYF Position: Q3 2023 in Review

Disciplined Investments sold out of Synchrony (SYF) in Q3 2023, closing a stake of 66 shares — an estimated $2.24K sold.

Disciplined Investments first reported a position in SYF in Q1 2022 and held it in 6 quarters. The position peaked at $2.24K in Q2 2023. 652 funds tracked by Wall St. Rank hold SYF as of Q3 2023.

  • Disciplined Investments reported no remaining Synchrony position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 66 Synchrony shares in Q3 2023, an estimated $2.24K.
  • Disciplined Investments first reported a position in Synchrony in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Synchrony position peaked at $2.24K in Q2 2023.
  • 652 funds tracked by Wall St. Rank held Synchrony as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.