MPM
SNV

Meritage Portfolio Management’s Synovus SNV Stock Holding History

Meritage Portfolio Management’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-150,027
Closed -$5.63M – 335
2022
Q4 		$5.63M Sell
150,027
-2,237
-1% -$88.8K 0.44% 75
2022
Q3 		$5.71M Buy
152,264
+41,075
+37% +$1.63M 0.47% 63
2022
Q2 		$4.01M Buy
111,189
+2,632
+2% +$109K 0.31% 108
2022
Q1 		$5.32M Buy
+108,557
New +$5.5M 0.33% 91

Other funds holding SNV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Meritage Portfolio Management's SNV Position: Q1 2023 in Review

Meritage Portfolio Management sold out of Synovus (SNV) in Q1 2023, closing a stake of 150,027 shares — an estimated $5.63M sold.

Meritage Portfolio Management first reported a position in SNV in Q1 2022 and held it in 4 quarters. The position peaked at $5.71M in Q3 2022. 378 funds tracked by Wall St. Rank hold SNV as of Q1 2023.

  • Meritage Portfolio Management reported no remaining Synovus position as of Q1 2023 after selling out during the quarter.
  • Meritage Portfolio Management sold 150,027 Synovus shares in Q1 2023, an estimated $5.63M.
  • Meritage Portfolio Management first reported a position in Synovus in Q1 2022 and held it in 4 quarters.
  • Meritage Portfolio Management's Synovus position peaked at $5.71M in Q3 2022.
  • 378 funds tracked by Wall St. Rank held Synovus as of Q1 2023.

Based on Meritage Portfolio Management's 13F filing for Q1 2023, filed 25 Apr 2023.