FL
SNV

Fourthstone LLC’s Synovus SNV Stock Holding History

Fourthstone LLC’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-185,100
Closed -$5.15M – 92
2023
Q3 		$5.15M Buy
185,100
+119,000
+180% +$3.72M 1.17% 29
2023
Q2 		$2M Buy
+66,100
New +$1.93M 0.53% 31
2020
Q2 		– Sell
-63,103
Closed -$1.11M – 59
2020
Q1 		$1.11M Buy
+63,103
New +$1.94M 1.01% 29

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fourthstone LLC's SNV Position: Q4 2023 in Review

Fourthstone LLC sold out of Synovus (SNV) in Q4 2023, closing a stake of 185,100 shares — an estimated $5.15M sold.

Fourthstone LLC first reported a position in SNV in Q1 2020 and held it in 3 quarters. The position peaked at $5.15M in Q3 2023. 397 funds tracked by Wall St. Rank hold SNV as of Q4 2023.

  • Fourthstone LLC reported no remaining Synovus position as of Q4 2023 after selling out during the quarter.
  • Fourthstone LLC sold 185,100 Synovus shares in Q4 2023, an estimated $5.15M.
  • Fourthstone LLC first reported a position in Synovus in Q1 2020 and held it in 3 quarters.
  • Fourthstone LLC's Synovus position peaked at $5.15M in Q3 2023.
  • 397 funds tracked by Wall St. Rank held Synovus as of Q4 2023.

Based on Fourthstone LLC's 13F filing for Q4 2023, filed 14 Feb 2024.