BFC
LMNR icon

Bedel Financial Consulting’s Limoneira LMNR Stock Holding History

Bedel Financial Consulting’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
Q4 		– Sell
-100
Closed -$2K – 1044
2021
Q3 		$2K Hold
100
– – ﹤0.01% 888
2021
Q2 		$2K Hold
100
– – ﹤0.01% 890
2021
Q1 		$2K Buy
+100
New +$1.65K ﹤0.01% 857

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 $7.3B AUM 41.96% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Bedel Financial Consulting's LMNR Position: Q4 2021 in Review

Bedel Financial Consulting sold out of Limoneira (LMNR) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in LMNR in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 84 funds tracked by Wall St. Rank hold LMNR as of Q4 2021.

  • Bedel Financial Consulting reported no remaining Limoneira position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 100 Limoneira shares in Q4 2021, an estimated $2K.
  • Bedel Financial Consulting first reported a position in Limoneira in Q1 2021 and held it in 3 quarters.
  • Bedel Financial Consulting's Limoneira position peaked at $2K in Q3 2021.
  • 84 funds tracked by Wall St. Rank held Limoneira as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.