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Synergy Asset Management’s Lifeway Foods LWAY Stock Holding History

Synergy Asset Management’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27
Closed -$700 – 519
2024
Q4 		$700 Buy
+27
New +$674 ﹤0.01% 749

Other funds holding LWAY

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $387M AUM 106.2% 1-Year Est. Return

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

Synergy Asset Management sold out of Lifeway Foods (LWAY) in Q1 2025, closing a stake of 27 shares — an estimated $700 sold.

Synergy Asset Management first reported a position in LWAY in Q4 2024 and held it in 1 quarter. The position peaked at $700 in Q4 2024. 81 funds tracked by Wall St. Rank hold LWAY as of Q1 2025.

  • Synergy Asset Management reported no remaining Lifeway Foods position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 27 Lifeway Foods shares in Q1 2025, an estimated $700.
  • Synergy Asset Management first reported a position in Lifeway Foods in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Lifeway Foods position peaked at $700 in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2025.

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