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Synergy Investment Management’s Caesars Entertainment CZR Stock Holding History

Synergy Investment Management’s Portfolio CZR Stock Details CZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$125 – 183
2025
Q1 		$125 Hold
5
– – ﹤0.01% 593
2024
Q4 		$167 Buy
+5
New +$198 ﹤0.01% 626

Other funds holding CZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Investment Management's CZR Position: Q2 2025 in Review

Synergy Investment Management sold out of Caesars Entertainment (CZR) in Q2 2025, closing a stake of 5 shares — an estimated $125 sold.

Synergy Investment Management first reported a position in CZR in Q4 2024 and held it in 2 quarters. The position peaked at $167 in Q4 2024. 451 funds tracked by Wall St. Rank hold CZR as of Q2 2025.

  • Synergy Investment Management reported no remaining Caesars Entertainment position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 5 Caesars Entertainment shares in Q2 2025, an estimated $125.
  • Synergy Investment Management first reported a position in Caesars Entertainment in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Caesars Entertainment position peaked at $167 in Q4 2024.
  • 451 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.