LSAG
SYF icon

Lake Street Advisors Group’s Synchrony SYF Stock Holding History

Lake Street Advisors Group’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
Q4 		$331K Sell
5,092
-389
-7% -$23.8K 0.02% 415
2024
Q3 		$273K Buy
5,481
+489
+10% +$23.7K 0.01% 480
2024
Q2 		$236K Sell
4,992
-17
-0.3% -$738 0.01% 502
2024
Q1 		$216K Buy
+5,009
New +$200K 0.01% 538

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lake Street Advisors Group's SYF Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Synchrony (SYF) stake by 7.1% in Q4 2024, selling an estimated $23.8K and leaving 5,092 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #415.

Lake Street Advisors Group first reported a position in SYF in Q1 2024 and has held it in 4 quarters since. 899 funds tracked by Wall St. Rank hold SYF as of Q4 2024.

  • Lake Street Advisors Group held 5,092 shares of Synchrony worth $331K as of Q4 2024.
  • Lake Street Advisors Group sold 389 Synchrony shares in Q4 2024, an estimated $23.8K.
  • Synchrony made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #415 holding.
  • Lake Street Advisors Group first reported a position in Synchrony in Q1 2024 and has held it in 4 quarters since.
  • 899 funds tracked by Wall St. Rank held Synchrony as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.