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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 – 986
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 $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Synovus Financial's MORN Position: Q1 2023 in Review

Synovus Financial sold out of Morningstar (MORN) in Q1 2023, closing a stake of 1,299 shares — an estimated $281K sold.

Synovus Financial first reported a position in MORN in Q4 2015 and held it in 14 quarters. The position peaked at $398K in Q4 2021. 301 funds tracked by Wall St. Rank hold MORN as of Q1 2023.

  • Synovus Financial reported no remaining Morningstar position as of Q1 2023 after selling out during the quarter.
  • Synovus Financial sold 1,299 Morningstar shares in Q1 2023, an estimated $281K.
  • Synovus Financial first reported a position in Morningstar in Q4 2015 and held it in 14 quarters.
  • Synovus Financial's Morningstar position peaked at $398K in Q4 2021.
  • 301 funds tracked by Wall St. Rank held Morningstar as of Q1 2023.

Based on Synovus Financial's 13F filing for Q1 2023, filed 11 May 2023.