SAM
LSEA

Synergy Asset Management’s Landsea Homes LSEA Stock Holding History

Synergy Asset Management’s Portfolio LSEA Stock Details LSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-428
Closed -$5.29K – 515
2024
Q4 		$5.29K Buy
+428
New +$4.61K ﹤0.01% 562

Other funds holding LSEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
FWC
First Washington Corp Seattle, Washington $353M AUM 41.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Synergy Asset Management sold out of Landsea Homes (LSEA) in Q1 2025, closing a stake of 428 shares — an estimated $5.29K sold.

Synergy Asset Management first reported a position in LSEA in Q4 2024 and held it in 1 quarter. The position peaked at $5.29K in Q4 2024. 115 funds tracked by Wall St. Rank hold LSEA as of Q1 2025.

  • Synergy Asset Management reported no remaining Landsea Homes position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 428 Landsea Homes shares in Q1 2025, an estimated $5.29K.
  • Synergy Asset Management first reported a position in Landsea Homes in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Landsea Homes position peaked at $5.29K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Landsea Homes as of Q1 2025.

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