S
SYNH

Surevest’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Surevest’s Portfolio SYNH Stock Details SYNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-53
Closed -$4K – 605
2022
Q2 		$4K Hold
53
– – ﹤0.01% 367
2022
Q1 		$4K Hold
53
– – ﹤0.01% 345
2021
Q4 		$5K Buy
+53
New +$5.09K ﹤0.01% 331

Other funds holding SYNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Surevest's SYNH Position: Q3 2022 in Review

Surevest sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q3 2022, closing a stake of 53 shares — an estimated $4K sold.

Surevest first reported a position in SYNH in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 337 funds tracked by Wall St. Rank hold SYNH as of Q3 2022.

  • Surevest reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • Surevest sold 53 Syneos Health, Inc. Class A Common Stock shares in Q3 2022, an estimated $4K.
  • Surevest first reported a position in Syneos Health, Inc. Class A Common Stock in Q4 2021 and held it in 3 quarters.
  • Surevest's Syneos Health, Inc. Class A Common Stock position peaked at $5K in Q4 2021.
  • 337 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.