ACA
LMNR icon

Aptus Capital Advisors’s Limoneira LMNR Stock Holding History

Aptus Capital Advisors’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-17,146
Closed -$315K – 538
2019
Q3 		$315K Sell
17,146
-4,403
-20% -$83.9K 0.02% 319
2019
Q2 		$429K Buy
+21,549
New +$460K 0.06% 262

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Aptus Capital Advisors's LMNR Position: Q4 2019 in Review

Aptus Capital Advisors sold out of Limoneira (LMNR) in Q4 2019, closing a stake of 17,146 shares — an estimated $315K sold.

Aptus Capital Advisors first reported a position in LMNR in Q2 2019 and held it in 2 quarters. The position peaked at $429K in Q2 2019. 77 funds tracked by Wall St. Rank hold LMNR as of Q4 2019.

  • Aptus Capital Advisors reported no remaining Limoneira position as of Q4 2019 after selling out during the quarter.
  • Aptus Capital Advisors sold 17,146 Limoneira shares in Q4 2019, an estimated $315K.
  • Aptus Capital Advisors first reported a position in Limoneira in Q2 2019 and held it in 2 quarters.
  • Aptus Capital Advisors's Limoneira position peaked at $429K in Q2 2019.
  • 77 funds tracked by Wall St. Rank held Limoneira as of Q4 2019.

Based on Aptus Capital Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.