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Next Financial Group’s Synchrony SYF Stock Holding History

Next Financial Group’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
2021
Q4 		$336K Buy
7,237
+164
+2% +$7.89K 0.02% 689
2021
Q3 		$345K Sell
7,073
-555
-7% -$27K 0.03% 610
2021
Q2 		$370K Sell
7,628
-417
-5% -$19K 0.03% 582
2021
Q1 		$327K Buy
8,045
+7,953
+8,645% +$307K 0.03% 589
2020
Q4 		$3K Hold
92
– – ﹤0.01% 2135
2020
Q3 		$2K Buy
+92
New +$2.23K ﹤0.01% 2051
2020
Q2 		– Sell
-92
Closed -$1K – 1753
2020
Q1 		$1K Sell
92
-1,125
-92% -$32.8K ﹤0.01% 2051
2019
Q4 		$44K Buy
1,217
+1,105
+987% +$39.5K ﹤0.01% 1239
2019
Q3 		$4K Sell
112
-14
-11% -$480 ﹤0.01% 1971
2019
Q2 		$4K Sell
126
-5,822
-98% -$197K ﹤0.01% 1967
2019
Q1 		$189K Buy
5,948
+4,624
+349% +$139K 0.05% 375
2018
Q4 		$31K Sell
1,324
-16,700
-93% -$452K 0.01% 955
2018
Q3 		$560K Hold
18,024
– – 0.26% 85
2018
Q2 		$602K Sell
18,024
-1,098
-6% -$37.7K 0.23% 114
2018
Q1 		$641K Buy
19,122
+1,000
+6% +$37.1K 0.14% 177
2017
Q4 		$700K Sell
18,122
-1,098
-6% -$37.6K 0.3% 102
2017
Q3 		$592K Buy
19,220
+15,598
+431% +$467K 0.16% 142
2017
Q2 		$108K Sell
3,622
-50
-1% -$1.48K 0.03% 524
2017
Q1 		$102K Sell
3,672
-98
-3% -$3.52K 0.03% 487
2016
Q4 		$137K Sell
3,770
-249
-6% -$7.95K 0.02% 592
2016
Q3 		$113K Buy
4,019
+103
+3% +$2.83K 0.02% 621
2016
Q2 		$98K Buy
3,916
+802
+26% +$23.3K 0.03% 459
2016
Q1 		$89K Buy
3,114
+1,608
+107% +$44.7K 0.03% 458
2015
Q4 		$45K Buy
+1,506
New +$47.2K 0.02% 647
2014
Q4 		– Sell
-50
Closed -$1K – 2329
2014
Q3 		$1K Buy
+50
New +$1.22K ﹤0.01% 2451

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's SYF Position: Q4 2021 in Review

Next Financial Group increased its Synchrony (SYF) stake by 2.3% in Q4 2021, buying an estimated $7.89K and bringing the position to 7,237 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #689.

Next Financial Group first reported a position in SYF in Q3 2014 and has held it in 25 quarters since. The position peaked at $700K in Q4 2017. 766 funds tracked by Wall St. Rank hold SYF as of Q4 2021.

  • Next Financial Group held 7,237 shares of Synchrony worth $336K as of Q4 2021.
  • Next Financial Group bought 164 Synchrony shares in Q4 2021, an estimated $7.89K.
  • Synchrony made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #689 holding.
  • Next Financial Group first reported a position in Synchrony in Q3 2014 and has held it in 25 quarters since.
  • Next Financial Group's Synchrony position peaked at $700K in Q4 2017.
  • 766 funds tracked by Wall St. Rank held Synchrony as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.