GFS
COF icon

GYL Financial Synergies’s Capital One COF Stock Holding History

GYL Financial Synergies’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$333K Buy
2,221
+12
+0.5% +$1.71K 0.03% 284
2024
Q2 		$306K Sell
2,209
-4
-0.2% -$561 0.02% 294
2024
Q1 		$329K Buy
2,213
+32
+1% +$4.33K 0.03% 288
2023
Q4 		$286K Buy
2,181
+15
+0.7% +$1.62K 0.02% 289
2023
Q3 		$210K Buy
2,166
+133
+7% +$14.2K 0.02% 313
2023
Q2 		$222K Buy
+2,033
New +$204K 0.02% 320
2022
Q3 		– Sell
-2,025
Closed -$211K – 194
2022
Q2 		$211K Sell
2,025
-25
-1% -$3.06K 0.06% 179
2022
Q1 		$269K Sell
2,050
-40
-2% -$5.83K 0.06% 167
2021
Q4 		$303K Buy
2,090
+50
+2% +$7.72K 0.08% 164
2021
Q3 		$330K Sell
2,040
-925
-31% -$151K 0.17% 138
2021
Q2 		$459K Buy
2,965
+26
+0.9% +$3.92K 0.24% 109
2021
Q1 		$374K Buy
2,939
+40
+1% +$4.71K 0.21% 124
2020
Q4 		$287K Hold
2,899
– – 0.17% 136
2020
Q3 		$208K Buy
+2,899
New +$194K 0.14% 148
2020
Q1 		– Sell
-2,860
Closed -$294K – 150
2019
Q4 		$294K Sell
2,860
-4,048
-59% -$390K 0.13% 130
2019
Q3 		$628K Buy
+6,908
New +$621K 0.31% 64

Other funds holding COF

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GYL Financial Synergies's COF Position: Q3 2024 in Review

GYL Financial Synergies increased its Capital One (COF) stake by 0.54% in Q3 2024, buying an estimated $1.71K and bringing the position to 2,221 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #284.

GYL Financial Synergies first reported a position in COF in Q3 2019 and has held it in 16 quarters since. The position peaked at $628K in Q3 2019. 1,226 funds tracked by Wall St. Rank hold COF as of Q3 2024.

  • GYL Financial Synergies held 2,221 shares of Capital One worth $333K as of Q3 2024.
  • GYL Financial Synergies bought 12 Capital One shares in Q3 2024, an estimated $1.71K.
  • Capital One made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #284 holding.
  • GYL Financial Synergies first reported a position in Capital One in Q3 2019 and has held it in 16 quarters since.
  • GYL Financial Synergies's Capital One position peaked at $628K in Q3 2019.
  • 1,226 funds tracked by Wall St. Rank held Capital One as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.