SKK
SYUS

Shepherd Kaplan Krochuk’s Syntax Stratified U.S. Total Market ETF SYUS Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio SYUS Stock Details SYUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,606
Closed -$690K – 60
2024
Q2 		$690K Sell
14,606
-546
-4% -$25.7K 0.54% 46
2024
Q1 		$735K Sell
15,152
-29,605
-66% -$1.36M 0.59% 40
2023
Q4 		$2.02M Buy
44,757
+272
+0.6% +$11.5K 1.64% 21
2023
Q3 		$1.83M Buy
44,485
+697
+2% +$30.1K 1.59% 21
2023
Q2 		$1.89M Buy
43,788
+7,442
+20% +$308K 1.49% 19
2023
Q1 		$1.51M Buy
36,346
+9,151
+34% +$382K 1.33% 23
2022
Q4 		$1.09M Buy
27,195
+13,250
+95% +$534K 0.65% 37
2022
Q3 		$510K Buy
+13,945
New +$562K 0.26% 67

Shepherd Kaplan Krochuk's SYUS Position: Q3 2024 in Review

Shepherd Kaplan Krochuk sold out of Syntax Stratified U.S. Total Market ETF (SYUS) in Q3 2024, closing a stake of 14,606 shares — an estimated $690K sold.

Shepherd Kaplan Krochuk first reported a position in SYUS in Q3 2022 and held it in 8 quarters. The position peaked at $2.02M in Q4 2023. 0 funds tracked by Wall St. Rank hold SYUS as of Q3 2024.

  • Shepherd Kaplan Krochuk reported no remaining Syntax Stratified U.S. Total Market ETF position as of Q3 2024 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 14,606 Syntax Stratified U.S. Total Market ETF shares in Q3 2024, an estimated $690K.
  • Shepherd Kaplan Krochuk first reported a position in Syntax Stratified U.S. Total Market ETF in Q3 2022 and held it in 8 quarters.
  • Shepherd Kaplan Krochuk's Syntax Stratified U.S. Total Market ETF position peaked at $2.02M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Syntax Stratified U.S. Total Market ETF as of Q3 2024.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2024, filed 14 Nov 2024.