Kaizen Advisory’s Synchrony SYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$46K Buy
1,961
+114
+6% +$3.08K 0.03% 340
2018
Q3
$57K Hold
1,847
0.03% 312
2018
Q2
$62K Buy
1,847
+1,127
+157% +$38.7K 0.03% 290
2018
Q1
$24K Hold
720
0.02% 299
2017
Q4
$28K Buy
+720
New +$24.6K 0.02% 268

Other funds holding SYF

Kaizen Advisory's SYF Position: Q4 2018 in Review

Kaizen Advisory increased its Synchrony (SYF) stake by 6.2% in Q4 2018, buying an estimated $3.08K and bringing the position to 1,961 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #340.

Kaizen Advisory first reported a position in SYF in Q4 2017 and has held it in 5 quarters since. The position peaked at $62K in Q2 2018. 673 funds tracked by Wall St. Rank hold SYF as of Q4 2018.

  • Kaizen Advisory held 1,961 shares of Synchrony worth $46K as of Q4 2018.
  • Kaizen Advisory bought 114 Synchrony shares in Q4 2018, an estimated $3.08K.
  • Synchrony made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #340 holding.
  • Kaizen Advisory first reported a position in Synchrony in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Synchrony position peaked at $62K in Q2 2018.
  • 673 funds tracked by Wall St. Rank held Synchrony as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.