Synergy Asset Management’s Ecopetrol EC Stock Holding History

Synergy Asset Management’s Portfolio EC Stock Details EC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-198	Closed	-$1.77K	–	266
2024 Q4	$1.77K	Buy	+198	New	+$1.59K	﹤0.01%	684

Other funds holding EC

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MCP

Militia Capital Partners Las Vegas, Nevada $435M AUM 65.91% 1-Year Est. Return

Synergy Asset Management's EC Position: Q1 2025 in Review

Synergy Asset Management sold out of Ecopetrol (EC) in Q1 2025, closing a stake of 198 shares — an estimated $1.77K sold.

Synergy Asset Management first reported a position in EC in Q4 2024 and held it in 1 quarter. The position peaked at $1.77K in Q4 2024. 130 funds tracked by Wall St. Rank hold EC as of Q1 2025.

Synergy Asset Management reported no remaining Ecopetrol position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 198 Ecopetrol shares in Q1 2025, an estimated $1.77K.
Synergy Asset Management first reported a position in Ecopetrol in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Ecopetrol position peaked at $1.77K in Q4 2024.
130 funds tracked by Wall St. Rank held Ecopetrol as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.