GFS
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GYL Financial Synergies’s Factset FDS Stock Holding History

GYL Financial Synergies’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$574K Sell
1,249
-5
-0.4% -$2.12K 0.04% 224
2024
Q2 		$512K Sell
1,254
-13
-1% -$5.52K 0.04% 231
2024
Q1 		$576K Sell
1,267
-39
-3% -$18.2K 0.05% 223
2023
Q4 		$623K Buy
1,306
+5
+0.4% +$2.25K 0.05% 221
2023
Q3 		$569K Sell
1,301
-75
-5% -$31.9K 0.06% 223
2023
Q2 		$551K Sell
1,376
-51
-4% -$20.6K 0.05% 229
2023
Q1 		$592K Buy
1,427
+71
+5% +$29.6K 0.07% 174
2022
Q4 		$544K Buy
1,356
+5
+0.4% +$2.13K 0.12% 116
2022
Q3 		$541K Sell
1,351
-60
-4% -$25.4K 0.15% 95
2022
Q2 		$543K Hold
1,411
– – 0.15% 92
2022
Q1 		$613K Sell
1,411
-50
-3% -$21.1K 0.15% 89
2021
Q4 		$710K Hold
1,461
– – 0.19% 87
2021
Q3 		$577K Sell
1,461
-39
-3% -$14.2K 0.29% 85
2021
Q2 		$503K Hold
1,500
– – 0.26% 99
2021
Q1 		$463K Hold
1,500
– – 0.25% 102
2020
Q4 		$499K Hold
1,500
– – 0.29% 88
2020
Q3 		$502K Hold
1,500
– – 0.33% 78
2020
Q2 		$493K Hold
1,500
– – 0.36% 69
2020
Q1 		$391K Hold
1,500
– – 0.25% 76
2019
Q4 		$402K Hold
1,500
– – 0.18% 94
2019
Q3 		$364K Buy
1,500
+50
+3% +$13.9K 0.18% 102
2019
Q2 		$416K Sell
1,450
-100
-6% -$27.7K 0.22% 79
2019
Q1 		$385K Hold
1,550
– – 0.22% 85
2018
Q4 		$310K Buy
+1,550
New +$341K 0.23% 93

Other funds holding FDS

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

GYL Financial Synergies reduced its Factset (FDS) stake by 0.4% in Q3 2024, selling an estimated $2.12K and leaving 1,249 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #224.

GYL Financial Synergies first reported a position in FDS in Q4 2018 and has held it in 24 quarters since. The position peaked at $710K in Q4 2021. 830 funds tracked by Wall St. Rank hold FDS as of Q3 2024.

  • GYL Financial Synergies held 1,249 shares of Factset worth $574K as of Q3 2024.
  • GYL Financial Synergies sold 5 Factset shares in Q3 2024, an estimated $2.12K.
  • Factset made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #224 holding.
  • GYL Financial Synergies first reported a position in Factset in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Factset position peaked at $710K in Q4 2021.
  • 830 funds tracked by Wall St. Rank held Factset as of Q3 2024.

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