EWM
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Evercore Wealth Management’s Synchrony SYF Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-1,189,558
Closed -$42.8M – 410
2019
Q4 		$42.8M Buy
1,189,558
+10,646
+0.9% +$381K 1.15% 33
2019
Q3 		$40.2M Buy
1,178,912
+38,857
+3% +$1.33M 1.18% 31
2019
Q2 		$39.5M Buy
1,140,055
+21,121
+2% +$716K 1.2% 30
2019
Q1 		$35.7M Buy
1,118,934
+218,059
+24% +$6.56M 1.15% 31
2018
Q4 		$21.1M Sell
900,875
-371,374
-29% -$10M 0.8% 40
2018
Q3 		$39.5M Sell
1,272,249
-42,583
-3% -$1.36M 1.26% 31
2018
Q2 		$43.9M Buy
1,314,832
+78,813
+6% +$2.71M 1.5% 26
2018
Q1 		$41.4M Sell
1,236,019
-27,355
-2% -$1.02M 1.58% 24
2017
Q4 		$48.8M Sell
1,263,374
-14,744
-1% -$505K 1.81% 14
2017
Q3 		$39.7M Buy
1,278,118
+315
+0% +$9.42K 1.55% 25
2017
Q2 		$38.1M Buy
1,277,803
+45,448
+4% +$1.35M 1.47% 26
2017
Q1 		$42.3M Buy
1,232,355
+144,752
+13% +$5.19M 1.65% 19
2016
Q4 		$39.4M Buy
1,087,603
+141,858
+15% +$4.53M 1.63% 20
2016
Q3 		$26.5M Buy
945,745
+944,431
+71,875% +$25.9M 1.1% 35
2016
Q2 		$33K Sell
1,314
-131
-9% -$3.81K ﹤0.01% 666
2016
Q1 		$41K Buy
1,445
+131
+10% +$3.64K ﹤0.01% 607
2015
Q4 		$40K Buy
1,314
+314
+31% +$9.84K ﹤0.01% 634
2015
Q3 		$31K Sell
1,000
-1,000
-50% -$33.2K ﹤0.01% 663
2015
Q2 		$66K Hold
2,000
– – ﹤0.01% 590
2015
Q1 		$61K Hold
2,000
– – ﹤0.01% 600
2014
Q4 		$60K Hold
2,000
– – ﹤0.01% 536
2014
Q3 		$49K Buy
+2,000
New +$48.8K ﹤0.01% 616

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Evercore Wealth Management's SYF Position: Q1 2020 in Review

Evercore Wealth Management sold out of Synchrony (SYF) in Q1 2020, closing a stake of 1,189,558 shares — an estimated $42.8M sold.

Evercore Wealth Management first reported a position in SYF in Q3 2014 and held it in 22 quarters. The position peaked at $48.8M in Q4 2017. 601 funds tracked by Wall St. Rank hold SYF as of Q1 2020.

  • Evercore Wealth Management reported no remaining Synchrony position as of Q1 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 1,189,558 Synchrony shares in Q1 2020, an estimated $42.8M.
  • Evercore Wealth Management first reported a position in Synchrony in Q3 2014 and held it in 22 quarters.
  • Evercore Wealth Management's Synchrony position peaked at $48.8M in Q4 2017.
  • 601 funds tracked by Wall St. Rank held Synchrony as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.