$170 Million is the total value of SYM FINANCIAL Corp's 115 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GABRT | Exit | GABELLI EQUITY TR INCright 07/14/2021 | $0 | – | -8,170 | -100.0% | -0.00% | – |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -754 | -100.0% | -0.02% | – |
GAB | Exit | GABELLI EQUITY TR INC | $0 | – | -8,335 | -100.0% | -0.03% | – |
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -25,044 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 25.9% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 23.1% |
ISHARES TR | 24 | Q3 2023 | 14.7% |
LILLY ELI & CO | 24 | Q3 2023 | 1.0% |
ISHARES TR | 24 | Q3 2023 | 1.5% |
APPLE INC | 24 | Q3 2023 | 1.0% |
MICROSOFT CORP | 24 | Q3 2023 | 0.8% |
SPDR S&P 500 ETF TR | 24 | Q3 2023 | 0.5% |
ISHARES TR | 24 | Q3 2023 | 0.3% |
ISHARES TR | 24 | Q3 2023 | 0.4% |
View SYM FINANCIAL Corp's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-02-06 |
13F-HR | 2023-10-27 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-28 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-22 |
13F-HR | 2022-02-03 |
View SYM FINANCIAL Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.