BCA
CVGW

Berman Capital Advisors’s Calavo Growers CVGW Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$5K Buy
+141
New +$7.04K ﹤0.01% 1418
2020
Q1 		– Sell
-31
Closed -$2K – 1504
2019
Q4 		$2K Hold
31
– – ﹤0.01% 1186
2019
Q3 		$2K Hold
31
– – ﹤0.01% 1165
2019
Q2 		$2K Buy
+31
New +$2.9K ﹤0.01% 1173

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berman Capital Advisors's CVGW Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Calavo Growers (CVGW) in Q3 2021: 141 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in CVGW as recently as Q4 2019.

Berman Capital Advisors first reported a position in CVGW in Q2 2019 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold CVGW as of Q3 2021.

  • Berman Capital Advisors held 141 shares of Calavo Growers worth $5K as of Q3 2021.
  • Calavo Growers was a new Berman Capital Advisors position in Q3 2021.
  • Calavo Growers made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1418 holding.
  • Berman Capital Advisors first reported a position in Calavo Growers in Q2 2019 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held Calavo Growers as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.