Pathstone Family Office’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Pathstone Family Office’s Portfolio SYNH Stock Details SYNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,717	Closed	-$246K	–	1555
2022 Q4	$246K	Sell	6,717 -6,270	-48%	-$248K	﹤0.01%	1308
2022 Q3	$613K	Buy	12,987 +2,584	+25%	+$167K	0.01%	983
2022 Q2	$746K	Buy	10,403 +374	+4%	+$27.3K	0.02%	424
2022 Q1	$812K	Buy	10,029 +34	+0.3%	+$2.88K	0.02%	385
2021 Q4	$1.03M	Buy	9,995 +109	+1%	+$10.5K	0.03%	330
2021 Q3	$865K	Buy	9,886 +2,349	+31%	+$213K	0.03%	334
2021 Q2	$674K	Buy	7,537 +3,227	+75%	+$273K	0.02%	381
2021 Q1	$327K	Buy	+4,310	New	+$325K	0.01%	461

Other funds holding SYNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Pathstone Family Office's SYNH Position: Q1 2023 in Review

Pathstone Family Office sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q1 2023, closing a stake of 6,717 shares — an estimated $246K sold.

Pathstone Family Office first reported a position in SYNH in Q1 2021 and held it in 8 quarters. The position peaked at $1.03M in Q4 2021. 305 funds tracked by Wall St. Rank hold SYNH as of Q1 2023.

Pathstone Family Office reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 6,717 Syneos Health, Inc. Class A Common Stock shares in Q1 2023, an estimated $246K.
Pathstone Family Office first reported a position in Syneos Health, Inc. Class A Common Stock in Q1 2021 and held it in 8 quarters.
Pathstone Family Office's Syneos Health, Inc. Class A Common Stock position peaked at $1.03M in Q4 2021.
305 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.