Bank of Montreal
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Bank of Montreal’s Limoneira LMNR Stock Holding History

Bank of Montreal’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
2021
Q2 		– Sell
-377
Closed -$6K – 4375
2021
Q1 		$6K Sell
377
-2,131
-85% -$35.2K ﹤0.01% 4577
2020
Q4 		$43K Buy
2,508
+1,755
+233% +$26.4K ﹤0.01% 4031
2020
Q3 		$11K Sell
753
-547
-42% -$7.84K ﹤0.01% 4095
2020
Q2 		$17K Buy
+1,300
New +$17.1K ﹤0.01% 3919
2020
Q1 		– Sell
-1,986
Closed -$38K – 4419
2019
Q4 		$38K Buy
1,986
+616
+45% +$11.8K ﹤0.01% 3978
2019
Q3 		$25K Buy
1,370
+41
+3% +$781 ﹤0.01% 3966
2019
Q2 		$27K Buy
1,329
+1,328
+132,800% +$28.4K ﹤0.01% 4010
2019
Q1 		$0 Sell
1
-210
-100% -$4.75K ﹤0.01% 4546
2018
Q4 		$4K Sell
211
-5,740
-96% -$136K ﹤0.01% 4169
2018
Q3 		$155K Buy
5,951
+5,864
+6,740% +$163K ﹤0.01% 2896
2018
Q2 		$2K Buy
+87
New +$2.12K ﹤0.01% 4366
2015
Q2 		– Sell
-1
Closed – – 4040
2015
Q1 		$0 Hold
1
– – ﹤0.01% 4104
2014
Q4 		$0 Hold
1
– – ﹤0.01% 4103
2014
Q3 		$0 Sell
1
-693
-100% -$15.9K ﹤0.01% 4230
2014
Q2 		$15K Sell
694
-15,419
-96% -$346K ﹤0.01% 3715
2014
Q1 		$365K Buy
+16,113
New +$364K ﹤0.01% 2218

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Bank of Montreal's LMNR Position: Q2 2021 in Review

Bank of Montreal sold out of Limoneira (LMNR) in Q2 2021, closing a stake of 377 shares — an estimated $6K sold.

Bank of Montreal first reported a position in LMNR in Q1 2014 and held it in 16 quarters. The position peaked at $365K in Q1 2014. 74 funds tracked by Wall St. Rank hold LMNR as of Q2 2021.

  • Bank of Montreal reported no remaining Limoneira position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 377 Limoneira shares in Q2 2021, an estimated $6K.
  • Bank of Montreal first reported a position in Limoneira in Q1 2014 and held it in 16 quarters.
  • Bank of Montreal's Limoneira position peaked at $365K in Q1 2014.
  • 74 funds tracked by Wall St. Rank held Limoneira as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.