SF
STEW

Synovus Financial’s SRH Total Return Fund STEW Stock Holding History

Synovus Financial’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,794
Closed -$202K – 924
2024
Q3 		$202K Buy
+12,794
New +$195K ﹤0.01% 875
2022
Q2 		– Sell
-12,869
Closed -$191K – 877
2022
Q1 		$191K Buy
12,869
+101
+0.8% +$1.44K ﹤0.01% 817
2021
Q4 		$181K Buy
12,768
+87
+0.7% +$1.17K ﹤0.01% 834
2021
Q3 		$166K Buy
12,681
+86
+0.7% +$1.18K ﹤0.01% 816
2021
Q2 		$171K Buy
12,595
+89
+0.7% +$1.19K ﹤0.01% 810
2021
Q1 		$158K Buy
12,506
+104
+0.8% +$1.22K ﹤0.01% 731
2020
Q4 		$138K Buy
12,402
+120
+1% +$1.26K ﹤0.01% 749
2020
Q3 		$123K Buy
12,282
+116
+1% +$1.16K ﹤0.01% 693
2020
Q2 		$114K Buy
12,166
+5,357
+79% +$50.7K ﹤0.01% 752
2020
Q1 		$63K Buy
+6,809
New +$73.4K ﹤0.01% 1044
2018
Q4 		– Sell
-84
Closed -$1K – 1439
2018
Q3 		$1K Hold
84
– – ﹤0.01% 1363
2018
Q2 		$1K Hold
84
– – ﹤0.01% 1227
2018
Q1 		$1K Buy
+84
New +$940 ﹤0.01% 1190

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Synovus Financial's STEW Position: Q4 2024 in Review

Synovus Financial sold out of SRH Total Return Fund (STEW) in Q4 2024, closing a stake of 12,794 shares — an estimated $202K sold.

Synovus Financial first reported a position in STEW in Q1 2018 and held it in 13 quarters. The position peaked at $202K in Q3 2024. 116 funds tracked by Wall St. Rank hold STEW as of Q4 2024.

  • Synovus Financial reported no remaining SRH Total Return Fund position as of Q4 2024 after selling out during the quarter.
  • Synovus Financial sold 12,794 SRH Total Return Fund shares in Q4 2024, an estimated $202K.
  • Synovus Financial first reported a position in SRH Total Return Fund in Q1 2018 and held it in 13 quarters.
  • Synovus Financial's SRH Total Return Fund position peaked at $202K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q4 2024.

Based on Synovus Financial's 13F filing for Q4 2024, filed 13 Feb 2025.