BA
ALCO icon

Bard Associates’s Alico ALCO Stock Holding History

Bard Associates’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.3M Buy
55,629
+106
+0.2% +$4.21K 0.58% 53
2025
Q4 		$2.02M Sell
55,523
-579
-1% -$20.2K 0.52% 55
2025
Q3 		$1.95M Sell
56,102
-485
-0.9% -$16.1K 0.52% 59
2025
Q2 		$1.85M Sell
56,587
-1,929
-3% -$58.5K 0.6% 62
2025
Q1 		$1.75M Buy
58,516
+87
+0.1% +$2.59K 0.65% 53
2024
Q4 		$1.52M Buy
58,429
+3,745
+7% +$97.8K 0.52% 66
2024
Q3 		$1.53M Buy
54,684
+806
+1% +$22.4K 0.52% 69
2024
Q2 		$1.4M Buy
53,878
+95
+0.2% +$2.57K 0.54% 69
2024
Q1 		$1.58M Buy
+53,783
New +$1.53M 0.57% 66

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return