Jeremy Grantham's SYF Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 491,410 shares of Synchrony Financial (SYF) worth $34.91 M, representing 0.10% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in SYF, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 636,127 shares. Largest reduction occurred in Q4 2024, reducing 300,418 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Synchrony Financial (SYF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Synchrony Financial (SYF) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +6,900 | New Buy | 6,900 | $36.23 |
| Q1 2017 | -6,900 | Sold Out | 6,900 | $0.00 |
| Q4 2020 | +643,027 | New Buy | 643,027 | $34.71 |
| Q1 2021 | +83,254 | Add 12.95% | 726,281 | $40.66 |
| Q2 2021 | +76,746 | Add 10.57% | 803,027 | $48.52 |
| Q3 2021 | +141,082 | Add 17.57% | 944,109 | $48.88 |
| Q4 2021 | -263,312 | Reduce 27.89% | 680,797 | $46.39 |
| Q1 2022 | +90,003 | Add 13.22% | 770,800 | $34.81 |
| Q2 2022 | +114,000 | Add 14.79% | 884,800 | $27.62 |
| Q3 2022 | +27,000 | Add 3.05% | 911,800 | $28.19 |
| Q4 2022 | +240,284 | Add 26.35% | 1.15 M | $32.86 |
| Q1 2023 | +68,500 | Add 5.95% | 1.22 M | $29.08 |
| Q2 2023 | +189,651 | Add 15.54% | 1.41 M | $33.92 |
| Q3 2023 | -41,137 | Reduce 2.92% | 1.37 M | $30.57 |
| Q4 2023 | -122,192 | Reduce 8.93% | 1.25 M | $38.19 |
| Q1 2024 | -141,616 | Reduce 11.36% | 1.11 M | $43.12 |
| Q2 2024 | -63,628 | Reduce 5.76% | 1.04 M | $47.19 |
| Q3 2024 | -37,297 | Reduce 3.58% | 1 M | $49.88 |
| Q4 2024 | -300,418 | Reduce 29.91% | 703,947 | $65.00 |
| Q1 2025 | +114,346 | Add 16.24% | 818,293 | $52.94 |
| Q2 2025 | -241,749 | Reduce 29.54% | 576,544 | $66.74 |
| Q3 2025 | -85,134 | Reduce 14.77% | 491,410 | $71.05 |
Jeremy Grantham's Synchrony Financial Investment FAQs
Jeremy Grantham first purchased Synchrony Financial (SYF) in Q4 2016, acquiring 6,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Synchrony Financial (SYF) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Synchrony Financial (SYF) was in Q4 2020, adding 643,027 shares worth $22.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 491,410 shares of Synchrony Financial (SYF), valued at approximately $34.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Synchrony Financial (SYF) represents approximately 0.10% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Synchrony Financial (SYF) was 1,410,235 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.