AIM
CVGW

Anchor Investment Management’s Calavo Growers CVGW Stock Holding History

Anchor Investment Management’s Portfolio CVGW Stock Details CVGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$6.29K – 911
2020
Q2 		$6.29K Hold
100
– – ﹤0.01% 678
2020
Q1 		$5.77K Hold
100
– – ﹤0.01% 679
2019
Q4 		$9.06K Buy
+100
New +$8.94K ﹤0.01% 658

Other funds holding CVGW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Anchor Investment Management's CVGW Position: Q3 2020 in Review

Anchor Investment Management sold out of Calavo Growers (CVGW) in Q3 2020, closing a stake of 100 shares — an estimated $6.29K sold.

Anchor Investment Management first reported a position in CVGW in Q4 2019 and held it in 3 quarters. The position peaked at $9.06K in Q4 2019. 186 funds tracked by Wall St. Rank hold CVGW as of Q3 2020.

  • Anchor Investment Management reported no remaining Calavo Growers position as of Q3 2020 after selling out during the quarter.
  • Anchor Investment Management sold 100 Calavo Growers shares in Q3 2020, an estimated $6.29K.
  • Anchor Investment Management first reported a position in Calavo Growers in Q4 2019 and held it in 3 quarters.
  • Anchor Investment Management's Calavo Growers position peaked at $9.06K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held Calavo Growers as of Q3 2020.

Based on Anchor Investment Management's 13F filing for Q3 2020, filed 2 Jan 2024.