SF
CODI icon

Synovus Financial’s Compass Diversified CODI Stock Holding History

Synovus Financial’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,589
Closed -$44K – 833
2020
Q2 		$44K Buy
2,589
+1,889
+270% +$32.2K ﹤0.01% 926
2020
Q1 		$9K Hold
700
– – ﹤0.01% 1594
2019
Q4 		$17K Buy
+700
New +$15.4K ﹤0.01% 1126
2015
Q2 		– Sell
-3,410
Closed -$58K – 976
2015
Q1 		$58K Hold
3,410
– – ﹤0.01% 613
2014
Q4 		$55K Buy
+3,410
New +$59K ﹤0.01% 620

Other funds holding CODI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synovus Financial's CODI Position: Q3 2020 in Review

Synovus Financial sold out of Compass Diversified (CODI) in Q3 2020, closing a stake of 2,589 shares — an estimated $44K sold.

Synovus Financial first reported a position in CODI in Q4 2014 and held it in 5 quarters. The position peaked at $58K in Q1 2015. 135 funds tracked by Wall St. Rank hold CODI as of Q3 2020.

  • Synovus Financial reported no remaining Compass Diversified position as of Q3 2020 after selling out during the quarter.
  • Synovus Financial sold 2,589 Compass Diversified shares in Q3 2020, an estimated $44K.
  • Synovus Financial first reported a position in Compass Diversified in Q4 2014 and held it in 5 quarters.
  • Synovus Financial's Compass Diversified position peaked at $58K in Q1 2015.
  • 135 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.