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Ego shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Ego (EGO) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Ego

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All positions including Ego held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ego by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 14k 14.07
2023-12-31 $191k 15k 12.97

More positions owned by Synergy Financial Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Coca-Cola Company (KO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Schlumberger Com Stk (SLB)
ResMed (RMD)
Arch Cap Group Ord (ACGL)
Intercontinental Exchange (ICE)

View all positions for Synergy Financial Management

Top funds holding Ego

Helikon Investments
Van Eck Associates Corp.
Donald Smith & Co
Vanguard Group
Dimensional Fund Advisors
Investec Asset Management
Royal Bank of Canada
Robeco Investment Management
Connor, Clark & Lunn Investment Management
Sumitomo Mitsui Asset Management Company
Parallax Volatility Advisers
Hillsdale Investment Management
Citigroup
Montrusco Bolton Investment
Triasima Portfolio Management

View all funds holding Ego