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Kaushal Majmudar

@Ridgewood Investments Llc

Latest period2024 - Q4ReportedManaged Assets$207.362MTotal holdings679
Assets growth rate3.53%Assets growth rate (2-Q avg)1.87%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridgewood Investments Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 679 positions.

Assets under management

The assets under management (AUM) of Ridgewood Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 207.362M in assets, with a quarterly growth rate of 3.53% and a 2-quarter average growth rate of 1.87%. The portfolio is managed by Kaushal Majmudar, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ARCCAres Capital Corp
Recent Activity
Exited
0%
$16,752
800 shares@ $20.94 avg price
BANXArrowmark Financial Corp
Recent Activity
Exited
0%
$16,552
800 shares@ $20.69 avg price
AMEDAmedisys Inc
Recent Activity
Exited
0%
$16,214
168 shares@ $96.52 avg price
SPYINeos Etf Trust
Recent Activity
Exited
0%
$15,369
300 shares@ $51.23 avg price
PFXFVaneck Etf Trust
Recent Activity
Exited
0%
$14,809
811 shares@ $18.27 avg price
PSKSpdr Ser Tr
Recent Activity
Exited
0%
$14,549
408 shares@ $35.66 avg price
JGHNuveen Global High Income Fd
Recent Activity
Exited
0%
$13,380
1,000 shares@ $13.38 avg price
MDYVSpdr Ser Tr
Recent Activity
Exited
0%
$12,714
160 shares@ $79.47 avg price
XCHYXCalamos Conv & High Income F
Recent Activity
Exited
0%
$11,930
1,000 shares@ $11.93 avg price
SLYVSpdr Ser Tr
Recent Activity
Exited
0%
$11,287
130 shares@ $86.83 avg price