Kelly Financial Services’s Synchrony SYF Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-99	Closed	-$4.67K	–	676
2024 Q2	$4.67K	Hold	99	–	–	﹤0.01%	502
2024 Q1	$4.27K	Hold	99	–	–	﹤0.01%	516
2023 Q4	$3.78K	Hold	99	–	–	﹤0.01%	506
2023 Q3	$3.03K	Hold	99	–	–	﹤0.01%	507
2023 Q2	$3.36K	Hold	99	–	–	﹤0.01%	496
2023 Q1	$2.88K	Hold	99	–	–	﹤0.01%	486
2022 Q4	$3.25K	Hold	99	–	–	﹤0.01%	455
2022 Q3	$2.79K	Hold	99	–	–	﹤0.01%	467
2022 Q2	$2.73K	Hold	99	–	–	﹤0.01%	469
2022 Q1	$3.45K	Hold	99	–	–	﹤0.01%	471
2021 Q4	$4.59K	Hold	99	–	–	﹤0.01%	451
2021 Q3	$4.84K	Sell	99 -4,704	-98%	-$229K	﹤0.01%	419
2021 Q2	$99K	Buy	4,803 +4,704	+4,752%	+$214K	﹤0.01%	391
2021 Q1	$4.03K	Hold	99	–	–	﹤0.01%	431
2020 Q4	$3.44K	Sell	99 -100	-50%	-$3.01K	﹤0.01%	416
2020 Q3	$5.21K	Hold	199	–	–	﹤0.01%	335
2020 Q2	$4.41K	Hold	199	–	–	﹤0.01%	352
2020 Q1	$3.2K	Hold	199	–	–	﹤0.01%	345
2019 Q4	$7.17K	Hold	199	–	–	0.01%	266
2019 Q3	$6.78K	Hold	199	–	–	0.01%	269
2019 Q2	$6.9K	Hold	199	–	–	0.01%	264
2019 Q1	$6.35K	Buy	+199	New	+$5.99K	0.01%	271

Other funds holding SYF

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Kelly Financial Services's SYF Position: Q3 2024 in Review

Kelly Financial Services sold out of Synchrony (SYF) in Q3 2024, closing a stake of 99 shares — an estimated $4.67K sold.

Kelly Financial Services first reported a position in SYF in Q1 2019 and held it in 22 quarters. The position peaked at $99K in Q2 2021. 779 funds tracked by Wall St. Rank hold SYF as of Q3 2024.

Kelly Financial Services reported no remaining Synchrony position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 99 Synchrony shares in Q3 2024, an estimated $4.67K.
Kelly Financial Services first reported a position in Synchrony in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Synchrony position peaked at $99K in Q2 2021.
779 funds tracked by Wall St. Rank held Synchrony as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.