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Mount Lucas Management’s Synchrony SYF Stock Holding History

Mount Lucas 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
2026
Q1 		$693K Sell
10,186
-807
-7% -$58.7K 0.26% 114
2025
Q4 		$917K Buy
10,993
+125
+1% +$9.55K 0.37% 87
2025
Q3 		$772K Sell
10,868
-271
-2% -$19.6K 0.32% 113
2025
Q2 		$743K Sell
11,139
-32,051
-74% -$1.79M 0.32% 103
2025
Q1 		$2.29M Sell
43,190
-8,016
-16% -$496K 0.74% 24
2024
Q4 		$3.33M Sell
51,206
-4,478
-8% -$274K 1.16% 14
2024
Q3 		$2.78M Sell
55,684
-64,513
-54% -$3.12M 0.95% 16
2024
Q2 		$5.67M Buy
120,197
+61,814
+106% +$2.68M 1.62% 10
2024
Q1 		$2.52M Sell
58,383
-5,001
-8% -$199K 0.69% 54
2023
Q4 		$2.42M Buy
+63,384
New +$2.01M 0.7% 58
2022
Q4 		– Sell
-68,501
Closed -$1.93M – 123
2022
Q3 		$1.93M Sell
68,501
-945
-1% -$30.5K 0.67% 49
2022
Q2 		$1.92M Sell
69,446
-4,439
-6% -$154K 0.64% 54
2022
Q1 		$2.57M Sell
73,885
-8,932
-11% -$374K 0.75% 50
2021
Q4 		$3.84M Buy
+82,817
New +$3.98M 1.1% 32
2020
Q4 		– Sell
-221,872
Closed -$5.81M – 133
2020
Q3 		$5.81M Sell
221,872
-14,448
-6% -$351K 1.21% 19
2020
Q2 		$5.24M Sell
236,320
-254,836
-52% -$4.96M 1.04% 26
2020
Q1 		$7.9M Buy
491,156
+128,024
+35% +$3.73M 1.63% 7
2019
Q4 		$13.1M Sell
363,132
-125,325
-26% -$4.49M 2.61% 8
2019
Q3 		$16.7M Buy
488,457
+219,802
+82% +$7.54M 2.98% 5
2019
Q2 		$9.31M Sell
268,655
-4,817
-2% -$163K 1.58% 17
2019
Q1 		$8.72M Buy
+273,472
New +$8.23M 1.44% 23

Other funds holding SYF

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Mount Lucas Management's SYF Position: Q1 2026 in Review

Mount Lucas Management reduced its Synchrony (SYF) stake by 7.3% in Q1 2026, selling an estimated $58.7K and leaving 10,186 shares worth $693K. The position accounts for 0.26% of the portfolio, ranked #114.

Mount Lucas Management first reported a position in SYF in Q1 2019 and has held it in 21 quarters since. The position peaked at $16.7M in Q3 2019. 962 funds tracked by Wall St. Rank hold SYF as of Q1 2026.

  • Mount Lucas Management held 10,186 shares of Synchrony worth $693K as of Q1 2026.
  • Mount Lucas Management sold 807 Synchrony shares in Q1 2026, an estimated $58.7K.
  • Synchrony made up 0.26% of Mount Lucas Management's portfolio in Q1 2026, its #114 holding.
  • Mount Lucas Management first reported a position in Synchrony in Q1 2019 and has held it in 21 quarters since.
  • Mount Lucas Management's Synchrony position peaked at $16.7M in Q3 2019.
  • 962 funds tracked by Wall St. Rank held Synchrony as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.