Summit Global Investments’s Synchrony SYF Stock Holding History

Summit Global Investments’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 Q4	–	Sell	-18,402	Closed	-$918K	–	631
2024 Q3	$918K	Buy	+18,402	New	+$890K	0.06%	250
2023 Q1	–	Sell	-178,846	Closed	-$5.88M	–	575
2022 Q4	$5.88M	Sell	178,846 -195,574	-52%	-$6.7M	0.5%	59
2022 Q3	$10.6M	Buy	+374,420	New	+$12.1M	0.98%	21
2022 Q1	–	Sell	-31,459	Closed	-$1.46M	–	554
2021 Q4	$1.46M	Buy	+31,459	New	+$1.51M	0.09%	185

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Summit Global Investments's SYF Position: Q4 2024 in Review

Summit Global Investments sold out of Synchrony (SYF) in Q4 2024, closing a stake of 18,402 shares — an estimated $918K sold.

Summit Global Investments first reported a position in SYF in Q4 2021 and held it in 4 quarters. The position peaked at $10.6M in Q3 2022. 899 funds tracked by Wall St. Rank hold SYF as of Q4 2024.

Summit Global Investments reported no remaining Synchrony position as of Q4 2024 after selling out during the quarter.
Summit Global Investments sold 18,402 Synchrony shares in Q4 2024, an estimated $918K.
Summit Global Investments first reported a position in Synchrony in Q4 2021 and held it in 4 quarters.
Summit Global Investments's Synchrony position peaked at $10.6M in Q3 2022.
899 funds tracked by Wall St. Rank held Synchrony as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.