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Mason Investment Advisory Services’s Synchrony SYF Stock Holding History

Mason Investment Advisory 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
2020
Q1 		– Sell
-16,530
Closed -$595K – 95
2019
Q4 		$595K Hold
16,530
– – 0.09% 68
2019
Q3 		$564K Hold
16,530
– – 0.09% 65
2019
Q2 		$573K Sell
16,530
-8,306
-33% -$282K 0.1% 61
2019
Q1 		$792K Buy
+24,836
New +$747K 0.22% 53

Other funds holding SYF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Mason Investment Advisory Services's SYF Position: Q1 2020 in Review

Mason Investment Advisory Services sold out of Synchrony (SYF) in Q1 2020, closing a stake of 16,530 shares — an estimated $595K sold.

Mason Investment Advisory Services first reported a position in SYF in Q1 2019 and held it in 4 quarters. The position peaked at $792K in Q1 2019. 600 funds tracked by Wall St. Rank hold SYF as of Q1 2020.

  • Mason Investment Advisory Services reported no remaining Synchrony position as of Q1 2020 after selling out during the quarter.
  • Mason Investment Advisory Services sold 16,530 Synchrony shares in Q1 2020, an estimated $595K.
  • Mason Investment Advisory Services first reported a position in Synchrony in Q1 2019 and held it in 4 quarters.
  • Mason Investment Advisory Services's Synchrony position peaked at $792K in Q1 2019.
  • 600 funds tracked by Wall St. Rank held Synchrony as of Q1 2020.

Based on Mason Investment Advisory Services's 13F filing for Q1 2020, filed 5 Aug 2024.