PO
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Private Ocean’s Synchrony SYF Stock Holding History

Private Ocean’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
2024
Q2 		$519 Buy
+11
New +$478 ﹤0.01% 571
2021
Q1 		– Sell
-400
Closed -$14K – 604
2020
Q4 		$14K Buy
+400
New +$12K ﹤0.01% 350
2019
Q4 		– Sell
-498
Closed -$17K – 611
2019
Q3 		$17K Hold
498
– – ﹤0.01% 346
2019
Q2 		$17K Hold
498
– – ﹤0.01% 301
2019
Q1 		$16K Hold
498
– – ﹤0.01% 291
2018
Q4 		$11K Buy
+498
New +$13.5K ﹤0.01% 258

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Private Ocean's SYF Position: Q2 2024 in Review

Private Ocean opened a new position in Synchrony (SYF) in Q2 2024: 11 shares worth $519. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Private Ocean previously reported a position in SYF as recently as Q4 2020.

Private Ocean first reported a position in SYF in Q4 2018 and has held it in 6 quarters since. The position peaked at $17K in Q3 2019. 728 funds tracked by Wall St. Rank hold SYF as of Q2 2024.

  • Private Ocean held 11 shares of Synchrony worth $519 as of Q2 2024.
  • Synchrony was a new Private Ocean position in Q2 2024.
  • Synchrony made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #571 holding.
  • Private Ocean first reported a position in Synchrony in Q4 2018 and has held it in 6 quarters since.
  • Private Ocean's Synchrony position peaked at $17K in Q3 2019.
  • 728 funds tracked by Wall St. Rank held Synchrony as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.