Kula Investments’s Synchrony SYF Stock Holding History

Kula Investments’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
2023 Q1	$774K	Buy	26,603 +17,229	+184%	+$579K	0.19%	195
2022 Q4	$161K	Buy	+9,374	New	+$321K	0.05%	542

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

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

Kula Investments's SYF Position: Q1 2023 in Review

Kula Investments increased its Synchrony (SYF) stake by 184% in Q1 2023, buying an estimated $579K and bringing the position to 26,603 shares worth $774K. The position accounts for 0.19% of the portfolio, ranked #195.

Kula Investments first reported a position in SYF in Q4 2022 and has held it in 2 quarters since. 651 funds tracked by Wall St. Rank hold SYF as of Q1 2023.

Kula Investments held 26,603 shares of Synchrony worth $774K as of Q1 2023.
Kula Investments bought 17,229 Synchrony shares in Q1 2023, an estimated $579K.
Synchrony made up 0.19% of Kula Investments's portfolio in Q1 2023, its #195 holding.
Kula Investments first reported a position in Synchrony in Q4 2022 and has held it in 2 quarters since.
651 funds tracked by Wall St. Rank held Synchrony as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.