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Lee Financial’s Synchrony SYF Stock Holding History

Lee Financial’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
Q1 		– Sell
-32
Closed -$1.22K – 736
2023
Q4 		$1.22K Sell
32
-115
-78% -$3.64K ﹤0.01% 793
2023
Q3 		$4.49K Hold
147
– – ﹤0.01% 541
2023
Q2 		$4.99K Sell
147
-29
-16% -$886 ﹤0.01% 508
2023
Q1 		$5.12K Sell
176
-160
-48% -$5.37K ﹤0.01% 525
2022
Q4 		$11K Buy
336
+50
+17% +$1.71K ﹤0.01% 444
2022
Q3 		$8K Sell
286
-11
-4% -$355 ﹤0.01% 480
2022
Q2 		$8K Buy
297
+225
+313% +$7.81K ﹤0.01% 492
2022
Q1 		$3K Sell
72
-211
-75% -$8.83K ﹤0.01% 595
2021
Q4 		$13K Sell
283
-46
-14% -$2.21K ﹤0.01% 449
2021
Q3 		$16K Buy
329
+59
+22% +$2.87K ﹤0.01% 367
2021
Q2 		$13K Buy
+270
New +$12.3K ﹤0.01% 379

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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee Financial's SYF Position: Q1 2024 in Review

Lee Financial sold out of Synchrony (SYF) in Q1 2024, closing a stake of 32 shares — an estimated $1.22K sold.

Lee Financial first reported a position in SYF in Q2 2021 and held it in 11 quarters. The position peaked at $16K in Q3 2021. 711 funds tracked by Wall St. Rank hold SYF as of Q1 2024.

  • Lee Financial reported no remaining Synchrony position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 32 Synchrony shares in Q1 2024, an estimated $1.22K.
  • Lee Financial first reported a position in Synchrony in Q2 2021 and held it in 11 quarters.
  • Lee Financial's Synchrony position peaked at $16K in Q3 2021.
  • 711 funds tracked by Wall St. Rank held Synchrony as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.