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Emerald Mutual Fund Advisers Trust’s Synchrony SYF Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2020
Q4 		– Sell
-26,430
Closed -$692K – 329
2020
Q3 		$692K Hold
26,430
– – 0.03% 188
2020
Q2 		$586K Buy
+26,430
New +$515K 0.03% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's SYF Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Synchrony (SYF) in Q4 2020, closing a stake of 26,430 shares — an estimated $692K sold.

Emerald Mutual Fund Advisers Trust first reported a position in SYF in Q2 2020 and held it in 2 quarters. The position peaked at $692K in Q3 2020. 651 funds tracked by Wall St. Rank hold SYF as of Q4 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining Synchrony position as of Q4 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 26,430 Synchrony shares in Q4 2020, an estimated $692K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Synchrony in Q2 2020 and held it in 2 quarters.
  • Emerald Mutual Fund Advisers Trust's Synchrony position peaked at $692K in Q3 2020.
  • 651 funds tracked by Wall St. Rank held Synchrony as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.