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Synergy Asset Management’s SLR Investment Corp SLRC Stock Holding History

Synergy Asset Management’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-600
Closed -$9.03K – 720
2024
Q4 		$9.03K Buy
+600
New +$9.53K ﹤0.01% 485

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Synergy Asset Management sold out of SLR Investment Corp (SLRC) in Q1 2025, closing a stake of 600 shares — an estimated $9.03K sold.

Synergy Asset Management first reported a position in SLRC in Q4 2024 and held it in 1 quarter. The position peaked at $9.03K in Q4 2024. 111 funds tracked by Wall St. Rank hold SLRC as of Q1 2025.

  • Synergy Asset Management reported no remaining SLR Investment Corp position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 600 SLR Investment Corp shares in Q1 2025, an estimated $9.03K.
  • Synergy Asset Management first reported a position in SLR Investment Corp in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's SLR Investment Corp position peaked at $9.03K in Q4 2024.
  • 111 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2025.

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