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Gitterman Wealth Management’s Synchrony SYF Stock Holding History

Gitterman 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
2024
Q4 		– Sell
-4,804
Closed -$240K – 154
2024
Q3 		$240K Buy
+4,804
New +$232K 0.1% 89

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
State Street
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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gitterman Wealth Management's SYF Position: Q4 2024 in Review

Gitterman Wealth Management sold out of Synchrony (SYF) in Q4 2024, closing a stake of 4,804 shares — an estimated $240K sold.

Gitterman Wealth Management first reported a position in SYF in Q3 2024 and held it in 1 quarter. The position peaked at $240K in Q3 2024. 898 funds tracked by Wall St. Rank hold SYF as of Q4 2024.

  • Gitterman Wealth Management reported no remaining Synchrony position as of Q4 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 4,804 Synchrony shares in Q4 2024, an estimated $240K.
  • Gitterman Wealth Management first reported a position in Synchrony in Q3 2024 and held it in 1 quarter.
  • Gitterman Wealth Management's Synchrony position peaked at $240K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Synchrony as of Q4 2024.

Based on Gitterman Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.