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Synergy Investment Management’s VanEck Semiconductor ETF SMH Stock Holding History

Synergy Investment Management’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21
Closed -$5.09K – 661
2024
Q4 		$5.09K Buy
+21
New +$5.21K ﹤0.01% 463

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Synergy Investment Management's SMH Position: Q1 2025 in Review

Synergy Investment Management sold out of VanEck Semiconductor ETF (SMH) in Q1 2025, closing a stake of 21 shares — an estimated $5.09K sold.

Synergy Investment Management first reported a position in SMH in Q4 2024 and held it in 1 quarter. The position peaked at $5.09K in Q4 2024. 918 funds tracked by Wall St. Rank hold SMH as of Q1 2025.

  • Synergy Investment Management reported no remaining VanEck Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 21 VanEck Semiconductor ETF shares in Q1 2025, an estimated $5.09K.
  • Synergy Investment Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's VanEck Semiconductor ETF position peaked at $5.09K in Q4 2024.
  • 918 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.