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Lenox Wealth Management’s Synchrony SYF Stock Holding History

Lenox Wealth Management’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
2018
Q3 		– Sell
-264
Closed -$9K – 665
2018
Q2 		$9K Buy
264
+2
+0.8% +$69 ﹤0.01% 380
2018
Q1 		$8K Buy
262
+47
+22% +$1.74K ﹤0.01% 379
2017
Q4 		$8K Buy
215
+15
+8% +$513 ﹤0.01% 404
2017
Q3 		$6K Buy
+200
New +$5.98K ﹤0.01% 437

Other funds holding SYF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Management's SYF Position: Q3 2018 in Review

Lenox Wealth Management sold out of Synchrony (SYF) in Q3 2018, closing a stake of 264 shares — an estimated $9K sold.

Lenox Wealth Management first reported a position in SYF in Q3 2017 and held it in 4 quarters. The position peaked at $9K in Q2 2018. 668 funds tracked by Wall St. Rank hold SYF as of Q3 2018.

  • Lenox Wealth Management reported no remaining Synchrony position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 264 Synchrony shares in Q3 2018, an estimated $9K.
  • Lenox Wealth Management first reported a position in Synchrony in Q3 2017 and held it in 4 quarters.
  • Lenox Wealth Management's Synchrony position peaked at $9K in Q2 2018.
  • 668 funds tracked by Wall St. Rank held Synchrony as of Q3 2018.

Based on Lenox Wealth Management's 13F filing for Q3 2018, filed 23 Oct 2018.