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Ritholtz Wealth Management’s Ennis EBF Stock Holding History

Ritholtz Wealth Management’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
2023
Q2 		– Sell
-11,292
Closed -$238K – 682
2023
Q1 		$238K Sell
11,292
-16,610
-60% -$355K 0.01% 572
2022
Q4 		$618K Buy
27,902
+9,364
+51% +$208K 0.03% 326
2022
Q3 		$373K Buy
+18,538
New +$391K 0.02% 472

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Ritholtz Wealth Management's EBF Position: Q2 2023 in Review

Ritholtz Wealth Management sold out of Ennis (EBF) in Q2 2023, closing a stake of 11,292 shares — an estimated $238K sold.

Ritholtz Wealth Management first reported a position in EBF in Q3 2022 and held it in 3 quarters. The position peaked at $618K in Q4 2022. 145 funds tracked by Wall St. Rank hold EBF as of Q2 2023.

  • Ritholtz Wealth Management reported no remaining Ennis position as of Q2 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 11,292 Ennis shares in Q2 2023, an estimated $238K.
  • Ritholtz Wealth Management first reported a position in Ennis in Q3 2022 and held it in 3 quarters.
  • Ritholtz Wealth Management's Ennis position peaked at $618K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Ennis as of Q2 2023.

Based on Ritholtz Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.