Edmond de Rothschild Holding’s Synchrony SYF Stock Holding History

Edmond de Rothschild Holding’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
2026 Q1	–	Sell	-4,122	Closed	-$344K	–	585
2025 Q4	$344K	Hold	4,122	–	–	﹤0.01%	352
2025 Q3	$293K	Hold	4,122	–	–	﹤0.01%	370
2025 Q2	$275K	Hold	4,122	–	–	﹤0.01%	365
2025 Q1	$218K	Hold	4,122	–	–	﹤0.01%	383
2024 Q4	$268K	Sell	4,122 -1,586	-28%	-$97.1K	﹤0.01%	381
2024 Q3	$285K	Buy	+5,708	New	+$276K	﹤0.01%	394
2023 Q2	–	Sell	-356	Closed	-$10.4K	–	753
2023 Q1	$10.4K	Hold	356	–	–	﹤0.01%	686
2022 Q4	$11.7K	Sell	356 -9,533	-96%	-$327K	﹤0.01%	737
2022 Q3	$279K	Sell	9,889 -5,227	-35%	-$169K	0.01%	426
2022 Q2	$418K	Sell	15,116 -29,527	-66%	-$1.03M	0.01%	406
2022 Q1	$1.55M	Buy	44,643 +2,708	+6%	+$113K	0.03%	297
2021 Q4	$1.95M	Buy	41,935 +14,765	+54%	+$710K	0.04%	293
2021 Q3	$1.33M	Buy	27,170 +1,285	+5%	+$62.4K	0.03%	337
2021 Q2	$1.26M	Buy	25,885 +7,110	+38%	+$324K	0.03%	334
2021 Q1	$764K	Buy	+18,775	New	+$724K	0.02%	348

Other funds holding SYF

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors

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