GIM
SYF icon

Goelzer Investment Management’s Synchrony SYF Stock Holding History

Goelzer Investment 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
2017
Q3 		– Sell
-70,154
Closed -$2.09M – 202
2017
Q2 		$2.09M Sell
70,154
-141,378
-67% -$4.19M 0.26% 123
2017
Q1 		$7.26M Sell
211,532
-3,214
-1% -$115K 0.9% 29
2016
Q4 		$7.79M Buy
214,746
+11,928
+6% +$381K 1.01% 25
2016
Q3 		$5.68M Buy
202,818
+4,010
+2% +$110K 0.77% 38
2016
Q2 		$5.03M Buy
198,808
+7,072
+4% +$206K 0.69% 45
2016
Q1 		$5.5M Buy
191,736
+6,375
+3% +$177K 0.78% 37
2015
Q4 		$5.64M Buy
185,361
+16,708
+10% +$523K 0.82% 32
2015
Q3 		$5.28M Buy
168,653
+1,438
+0.9% +$47.7K 0.84% 34
2015
Q2 		$5.51M Buy
167,215
+3,083
+2% +$98.5K 0.83% 30
2015
Q1 		$4.98M Buy
164,132
+29,629
+22% +$925K 0.75% 43
2014
Q4 		$4M Buy
134,503
+9,431
+8% +$261K 0.6% 71
2014
Q3 		$3.07M Buy
+125,072
New +$3.05M 0.51% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goelzer Investment Management's SYF Position: Q3 2017 in Review

Goelzer Investment Management sold out of Synchrony (SYF) in Q3 2017, closing a stake of 70,154 shares — an estimated $2.09M sold.

Goelzer Investment Management first reported a position in SYF in Q3 2014 and held it in 12 quarters. The position peaked at $7.79M in Q4 2016. 612 funds tracked by Wall St. Rank hold SYF as of Q3 2017.

  • Goelzer Investment Management reported no remaining Synchrony position as of Q3 2017 after selling out during the quarter.
  • Goelzer Investment Management sold 70,154 Synchrony shares in Q3 2017, an estimated $2.09M.
  • Goelzer Investment Management first reported a position in Synchrony in Q3 2014 and held it in 12 quarters.
  • Goelzer Investment Management's Synchrony position peaked at $7.79M in Q4 2016.
  • 612 funds tracked by Wall St. Rank held Synchrony as of Q3 2017.

Based on Goelzer Investment Management's 13F filing for Q3 2017, filed 31 Oct 2017.