Phocas Financial Corp’s Synchrony SYF Stock Holding History

Phocas Financial Corp’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
2023 Q1	–	Sell	-661	Closed	-$21.7K	–	298
2022 Q4	$21.7K	Buy	+661	New	+$22.6K	﹤0.01%	279
2019 Q3	–	Sell	-661	Closed	-$23K	–	270
2019 Q2	$23K	Buy	+661	New	+$22.4K	﹤0.01%	310
2019 Q1	–	Sell	-661	Closed	-$16K	–	282
2018 Q4	$16K	Buy	+661	New	+$17.9K	﹤0.01%	284

Other funds holding SYF

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Phocas Financial Corp's SYF Position: Q1 2023 in Review

Phocas Financial Corp sold out of Synchrony (SYF) in Q1 2023, closing a stake of 661 shares — an estimated $21.7K sold.

Phocas Financial Corp first reported a position in SYF in Q4 2018 and held it in 3 quarters. The position peaked at $23K in Q2 2019. 651 funds tracked by Wall St. Rank hold SYF as of Q1 2023.

Phocas Financial Corp reported no remaining Synchrony position as of Q1 2023 after selling out during the quarter.
Phocas Financial Corp sold 661 Synchrony shares in Q1 2023, an estimated $21.7K.
Phocas Financial Corp first reported a position in Synchrony in Q4 2018 and held it in 3 quarters.
Phocas Financial Corp's Synchrony position peaked at $23K in Q2 2019.
651 funds tracked by Wall St. Rank held Synchrony as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.