Zurich Insurance Group’s Synchrony SYF Stock Holding History

Zurich Insurance Group’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
2025 Q3	–	Sell	-1,342,795	Closed	-$89.6M	–	325
2025 Q2	$89.6M	Buy	+1,342,795	New	+$75.1M	0.69%	45
2025 Q1	–	Sell	-1,143,570	Closed	-$74.3M	–	295
2024 Q4	$74.3M	Buy	1,143,570 +4,898	+0.4%	+$300K	0.61%	46
2024 Q3	$56.8M	Buy	1,138,672 +906,172	+390%	+$43.8M	0.48%	69
2024 Q2	$11M	Buy	+232,500	New	+$10.1M	0.1%	118
2018 Q2	–	Sell	-104,284	Closed	-$3.5M	–	533
2018 Q1	$3.5M	Sell	104,284 -32,861	-24%	-$1.22M	0.08%	302
2017 Q4	$5.29M	Buy	137,145 +16,842	+14%	+$576K	0.12%	199
2017 Q3	$3.73M	Buy	120,303 +13,445	+13%	+$402K	0.1%	231
2017 Q2	$3.19M	Buy	106,858 +14,262	+15%	+$423K	0.09%	276
2017 Q1	$3.18M	Sell	92,596 -21,494	-19%	-$771K	0.09%	263
2016 Q4	$4.14M	Buy	114,090 +54	+0%	+$1.72K	0.13%	207
2016 Q3	$3.19M	Buy	114,036 +2,083	+2%	+$57.2K	0.11%	228
2016 Q2	$2.83M	Buy	111,953 +2,893	+3%	+$84.2K	0.1%	229
2016 Q1	$3.13M	Buy	+109,060	New	+$3.03M	0.11%	216

Other funds holding SYF

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

Capital World Investors

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

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

Geode Capital Management

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors

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