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Simplicity Solutions’s Synchrony SYF Stock Holding History

Simplicity Solutions’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
Q4 		$514K Buy
13,468
+5,432
+68% +$172K 0.01% 657
2023
Q3 		$246K Sell
8,036
-1,003
-11% -$33.4K 0.01% 826
2023
Q2 		$307K Sell
9,039
-676
-7% -$20.6K 0.01% 819
2023
Q1 		$283K Buy
9,715
+3,314
+52% +$111K 0.01% 877
2022
Q4 		$210K Buy
+6,401
New +$219K 0.03% 611

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Simplicity Solutions's SYF Position: Q4 2023 in Review

Simplicity Solutions increased its Synchrony (SYF) stake by 68% in Q4 2023, buying an estimated $172K and bringing the position to 13,468 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #657.

Simplicity Solutions first reported a position in SYF in Q4 2022 and has held it in 5 quarters since. 673 funds tracked by Wall St. Rank hold SYF as of Q4 2023.

  • Simplicity Solutions held 13,468 shares of Synchrony worth $514K as of Q4 2023.
  • Simplicity Solutions bought 5,432 Synchrony shares in Q4 2023, an estimated $172K.
  • Synchrony made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #657 holding.
  • Simplicity Solutions first reported a position in Synchrony in Q4 2022 and has held it in 5 quarters since.
  • 673 funds tracked by Wall St. Rank held Synchrony as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.