Wittenberg Investment Management’s Synchrony SYF Stock Holding History

Wittenberg Investment Management’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,611	Closed	-$230K	–	80
2024 Q3	$230K	Hold	4,611	–	–	0.07%	75
2024 Q2	$218K	Buy	+4,611	New	+$200K	0.07%	75
2022 Q2	–	Sell	-5,511	Closed	-$192K	–	89
2022 Q1	$192K	Hold	5,511	–	–	0.07%	70
2021 Q4	$256K	Sell	5,511 -9	-0.2%	-$433	0.09%	68
2021 Q3	$270K	Hold	5,520	–	–	0.1%	68
2021 Q2	$268K	Hold	5,520	–	–	0.11%	65
2021 Q1	$224K	Buy	+5,520	New	+$213K	0.1%	65
2020 Q1	–	Sell	-7,886	Closed	-$284K	–	80
2019 Q4	$284K	Sell	7,886 -820	-9%	-$29.3K	0.11%	63
2019 Q3	$297K	Sell	8,706 -230	-3%	-$7.89K	0.13%	61
2019 Q2	$310K	Sell	8,936 -986	-10%	-$33.4K	0.13%	63
2019 Q1	$317K	Hold	9,922	–	–	0.13%	64
2018 Q4	$233K	Buy	9,922 +218	+2%	+$5.9K	0.11%	69
2018 Q3	$302K	Hold	9,704	–	–	0.12%	65
2018 Q2	$324K	Sell	9,704 -524	-5%	-$18K	0.14%	66
2018 Q1	$343K	Hold	10,228	–	–	0.15%	62
2017 Q4	$395K	Hold	10,228	–	–	0.17%	54
2017 Q3	$318K	Hold	10,228	–	–	0.14%	61
2017 Q2	$305K	Sell	10,228 -100	-1%	-$2.96K	0.14%	59
2017 Q1	$354K	Hold	10,328	–	–	0.17%	57
2016 Q4	$375K	Buy	+10,328	New	+$330K	0.17%	61

Other funds holding SYF

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wittenberg Investment Management's SYF Position: Q4 2024 in Review

Wittenberg Investment Management sold out of Synchrony (SYF) in Q4 2024, closing a stake of 4,611 shares — an estimated $230K sold.

Wittenberg Investment Management first reported a position in SYF in Q4 2016 and held it in 20 quarters. The position peaked at $395K in Q4 2017. 899 funds tracked by Wall St. Rank hold SYF as of Q4 2024.

Wittenberg Investment Management reported no remaining Synchrony position as of Q4 2024 after selling out during the quarter.
Wittenberg Investment Management sold 4,611 Synchrony shares in Q4 2024, an estimated $230K.
Wittenberg Investment Management first reported a position in Synchrony in Q4 2016 and held it in 20 quarters.
Wittenberg Investment Management's Synchrony position peaked at $395K in Q4 2017.
899 funds tracked by Wall St. Rank held Synchrony as of Q4 2024.

Based on Wittenberg Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.