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Rockefeller Financial Services’s Synchrony SYF Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$116M Buy
2,995,030
+737,503
+33% +$25.2M 1.83% 14
2017
Q3 		$70.1M Sell
2,257,527
-26,154
-1% -$782K 1.33% 26
2017
Q2 		$68.1M Buy
2,283,681
+564,828
+33% +$16.7M 1.35% 28
2017
Q1 		$59M Sell
1,718,853
-22,288
-1% -$800K 1.18% 31
2016
Q4 		$63.2M Buy
+1,741,141
New +$55.6M 1.28% 30
2016
Q2 		– Sell
-793
Closed -$23K – 575
2016
Q1 		$23K Buy
+793
New +$22K ﹤0.01% 476

Other funds holding SYF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Rockefeller Financial Services's SYF Position: Q4 2017 in Review

Rockefeller Financial Services increased its Synchrony (SYF) stake by 33% in Q4 2017, buying an estimated $25.2M and bringing the position to 2,995,030 shares worth $116M. The position accounts for 1.83% of the portfolio, ranked #14.

Rockefeller Financial Services first reported a position in SYF in Q1 2016 and has held it in 6 quarters since. 693 funds tracked by Wall St. Rank hold SYF as of Q4 2017.

  • Rockefeller Financial Services held 2,995,030 shares of Synchrony worth $116M as of Q4 2017.
  • Rockefeller Financial Services bought 737,503 Synchrony shares in Q4 2017, an estimated $25.2M.
  • Synchrony made up 1.83% of Rockefeller Financial Services's portfolio in Q4 2017, its #14 holding.
  • Rockefeller Financial Services first reported a position in Synchrony in Q1 2016 and has held it in 6 quarters since.
  • 693 funds tracked by Wall St. Rank held Synchrony as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.