GIM
SNV

Goelzer Investment Management’s Synovus SNV Stock Holding History

Goelzer Investment Management’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
2024
Q2 		– Sell
-4,996
Closed -$200K – 237
2024
Q1 		$200K Sell
4,996
-928
-16% -$34.9K 0.01% 238
2023
Q4 		$223K Sell
5,924
-60,482
-91% -$1.85M 0.01% 225
2023
Q3 		$1.85M Sell
66,406
-86
-0.1% -$2.69K 0.13% 120
2023
Q2 		$2.01M Sell
66,492
-1,407
-2% -$41.1K 0.17% 120
2023
Q1 		$2.09M Sell
67,899
-767
-1% -$29.2K 0.18% 118
2022
Q4 		$2.58M Sell
68,666
-4,872
-7% -$193K 0.22% 118
2022
Q3 		$2.76M Buy
73,538
+1,578
+2% +$62.6K 0.28% 104
2022
Q2 		$2.59M Sell
71,960
-895
-1% -$37K 0.25% 110
2022
Q1 		$3.57M Buy
72,855
+4,411
+6% +$223K 0.31% 103
2021
Q4 		$3.28M Sell
68,444
-595
-0.9% -$28.2K 0.27% 111
2021
Q3 		$3.03M Buy
69,039
+415
+0.6% +$17.5K 0.27% 114
2021
Q2 		$3.01M Buy
68,624
+5,683
+9% +$267K 0.25% 116
2021
Q1 		$2.88M Buy
+62,941
New +$2.64M 0.25% 119

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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goelzer Investment Management's SNV Position: Q2 2024 in Review

Goelzer Investment Management sold out of Synovus (SNV) in Q2 2024, closing a stake of 4,996 shares — an estimated $200K sold.

Goelzer Investment Management first reported a position in SNV in Q1 2021 and held it in 13 quarters. The position peaked at $3.57M in Q1 2022. 382 funds tracked by Wall St. Rank hold SNV as of Q2 2024.

  • Goelzer Investment Management reported no remaining Synovus position as of Q2 2024 after selling out during the quarter.
  • Goelzer Investment Management sold 4,996 Synovus shares in Q2 2024, an estimated $200K.
  • Goelzer Investment Management first reported a position in Synovus in Q1 2021 and held it in 13 quarters.
  • Goelzer Investment Management's Synovus position peaked at $3.57M in Q1 2022.
  • 382 funds tracked by Wall St. Rank held Synovus as of Q2 2024.

Based on Goelzer Investment Management's 13F filing for Q2 2024, filed 9 Aug 2024.