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Synovus Financial’s Stoneridge SRI Stock Holding History

Synovus Financial’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,376
Closed -$240K – 879
2022
Q2 		$240K Buy
14,376
+64
+0.4% +$1.22K ﹤0.01% 762
2022
Q1 		$294K Buy
14,312
+778
+6% +$14.3K ﹤0.01% 742
2021
Q4 		$266K Sell
13,534
-355
-3% -$7.5K ﹤0.01% 770
2021
Q3 		$284K Sell
13,889
-83
-0.6% -$2.06K ﹤0.01% 731
2021
Q2 		$412K Buy
13,972
+306
+2% +$9.69K ﹤0.01% 657
2021
Q1 		$431K Buy
13,666
+1,537
+13% +$48.5K ﹤0.01% 587
2020
Q4 		$364K Buy
+12,129
New +$314K ﹤0.01% 607
2020
Q3 		– Sell
-8,796
Closed -$181K – 1354
2020
Q2 		$181K Sell
8,796
-2,246
-20% -$42.1K ﹤0.01% 668
2020
Q1 		$185K Sell
11,042
-370
-3% -$9.18K ﹤0.01% 784
2019
Q4 		$329K Buy
11,412
+965
+9% +$29.7K ﹤0.01% 571
2019
Q3 		$321K Buy
+10,447
New +$328K ﹤0.01% 556

Other funds holding SRI

CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Synovus Financial's SRI Position: Q3 2022 in Review

Synovus Financial sold out of Stoneridge (SRI) in Q3 2022, closing a stake of 14,376 shares — an estimated $240K sold.

Synovus Financial first reported a position in SRI in Q3 2019 and held it in 11 quarters. The position peaked at $431K in Q1 2021. 111 funds tracked by Wall St. Rank hold SRI as of Q3 2022.

  • Synovus Financial reported no remaining Stoneridge position as of Q3 2022 after selling out during the quarter.
  • Synovus Financial sold 14,376 Stoneridge shares in Q3 2022, an estimated $240K.
  • Synovus Financial first reported a position in Stoneridge in Q3 2019 and held it in 11 quarters.
  • Synovus Financial's Stoneridge position peaked at $431K in Q1 2021.
  • 111 funds tracked by Wall St. Rank held Stoneridge as of Q3 2022.

Based on Synovus Financial's 13F filing for Q3 2022, filed 27 Oct 2022.