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Koss-Olinger Consulting’s Ennis EBF Stock Holding History

Koss-Olinger Consulting’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,513
Closed -$454K – 314
2024
Q4 		$454K Sell
21,513
-1,220
-5% -$26.2K 0.04% 134
2024
Q3 		$553K Buy
22,733
+178
+0.8% +$4.11K 0.05% 140
2024
Q2 		$494K Buy
+22,555
New +$463K 0.05% 148
2024
Q1 		– Sell
-16,118
Closed -$353K – 115
2023
Q4 		$353K Buy
+16,118
New +$347K 0.03% 218

Other funds holding EBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koss-Olinger Consulting's EBF Position: Q1 2025 in Review

Koss-Olinger Consulting sold out of Ennis (EBF) in Q1 2025, closing a stake of 21,513 shares — an estimated $454K sold.

Koss-Olinger Consulting first reported a position in EBF in Q4 2023 and held it in 4 quarters. The position peaked at $553K in Q3 2024. 173 funds tracked by Wall St. Rank hold EBF as of Q1 2025.

  • Koss-Olinger Consulting reported no remaining Ennis position as of Q1 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 21,513 Ennis shares in Q1 2025, an estimated $454K.
  • Koss-Olinger Consulting first reported a position in Ennis in Q4 2023 and held it in 4 quarters.
  • Koss-Olinger Consulting's Ennis position peaked at $553K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Ennis as of Q1 2025.

Based on Koss-Olinger Consulting's 13F filing for Q1 2025, filed 12 May 2025.