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Ridgewood Investments’s US Global Investors GROW Stock Holding History

Ridgewood Investments’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,000
Closed -$12.2K – 705
2024
Q4 		$12.2K Hold
5,000
– – 0.01% 461
2024
Q3 		$12.9K Hold
5,000
– – 0.01% 470
2024
Q2 		$13.1K Buy
+5,000
New +$13.4K 0.01% 478

Other funds holding GROW

GCM
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ridgewood Investments's GROW Position: Q1 2025 in Review

Ridgewood Investments sold out of US Global Investors (GROW) in Q1 2025, closing a stake of 5,000 shares — an estimated $12.2K sold.

Ridgewood Investments first reported a position in GROW in Q2 2024 and held it in 3 quarters. The position peaked at $13.1K in Q2 2024. 28 funds tracked by Wall St. Rank hold GROW as of Q1 2025.

  • Ridgewood Investments reported no remaining US Global Investors position as of Q1 2025 after selling out during the quarter.
  • Ridgewood Investments sold 5,000 US Global Investors shares in Q1 2025, an estimated $12.2K.
  • Ridgewood Investments first reported a position in US Global Investors in Q2 2024 and held it in 3 quarters.
  • Ridgewood Investments's US Global Investors position peaked at $13.1K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held US Global Investors as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.