Homrich & Berg’s Synovus SNV Stock Holding History

Homrich & Berg’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
2021 Q3	$556K	Sell	12,672 -9,360	-42%	-$396K	0.01%	291
2021 Q2	$967K	Buy	+22,032	New	+$1.03M	0.02%	218
2017 Q2	–	Sell	-5,596	Closed	-$230K	–	307
2017 Q1	$230K	Sell	5,596 -9,057	-62%	-$378K	0.02%	268
2016 Q4	$602K	Buy	+14,653	New	+$539K	0.05%	139
2015 Q1	–	Sell	-7,761	Closed	-$210K	–	257
2014 Q4	$210K	Buy	+7,761	New	+$196K	0.02%	221
2014 Q2	–	Sell	-35,060	Closed	-$832K	–	209
2014 Q1	$832K	Buy	35,060 +32,977	+1,583%	+$802K	0.11%	85
2013 Q4	$52K	Hold	2,083	–	–	0.01%	187
2013 Q3	$48K	Hold	2,083	–	–	0.01%	115
2013 Q2	$43K	Buy	+2,083	New	+$39.5K	0.01%	146

Other funds holding SNV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Homrich & Berg's SNV Position: Q3 2021 in Review

Homrich & Berg reduced its Synovus (SNV) stake by 42% in Q3 2021, selling an estimated $396K and leaving 12,672 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #291.

Homrich & Berg first reported a position in SNV in Q2 2013 and has held it in 9 quarters since. The position peaked at $967K in Q2 2021. 386 funds tracked by Wall St. Rank hold SNV as of Q3 2021.

Homrich & Berg held 12,672 shares of Synovus worth $556K as of Q3 2021.
Homrich & Berg sold 9,360 Synovus shares in Q3 2021, an estimated $396K.
Synovus made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #291 holding.
Homrich & Berg first reported a position in Synovus in Q2 2013 and has held it in 9 quarters since.
Homrich & Berg's Synovus position peaked at $967K in Q2 2021.
386 funds tracked by Wall St. Rank held Synovus as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.