Synovus Financial’s Morningstar MORN Stock Holding History

Synovus Financial’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,299	Closed	-$281K	–	861
2022 Q4	$281K	Buy	1,299 +39	+3%	+$8.89K	﹤0.01%	746
2022 Q3	$267K	Buy	1,260 +25	+2%	+$5.95K	﹤0.01%	736
2022 Q2	$289K	Buy	1,235 +52	+4%	+$13.1K	﹤0.01%	729
2022 Q1	$326K	Sell	1,183 -5	-0.4%	-$1.41K	﹤0.01%	727
2021 Q4	$398K	Buy	1,188 +176	+17%	+$54.5K	﹤0.01%	696
2021 Q3	$266K	Buy	+1,012	New	+$266K	﹤0.01%	747
2018 Q3	–	Sell	-2	Closed	–	–	1410
2018 Q2	$0	Hold	2	–	–	﹤0.01%	1270
2018 Q1	$0	Buy	+2	New	+$192	﹤0.01%	1213
2017 Q2	–	Sell	-2,121	Closed	-$169K	–	987
2017 Q1	$169K	Buy	2,121 +206	+11%	+$16K	﹤0.01%	554
2016 Q4	$141K	Sell	1,915 -108	-5%	-$7.94K	﹤0.01%	563
2016 Q3	$163K	Sell	2,023 -75	-4%	-$6.17K	﹤0.01%	528
2016 Q2	$173K	Buy	2,098 +15	+0.7%	+$1.25K	﹤0.01%	489
2016 Q1	$183K	Buy	2,083 +1,087	+109%	+$86.6K	﹤0.01%	487
2015 Q4	$81K	Buy	+996	New	+$80.7K	﹤0.01%	597

Other funds holding MORN

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return