BCA
LMNR icon

Berman Capital Advisors’s Limoneira LMNR Stock Holding History

Berman 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
2021
Q3 		$0 Hold
59
– – ﹤0.01% 2150
2021
Q2 		$1K Hold
59
– – ﹤0.01% 1765
2021
Q1 		$1K Sell
59
-20
-25% -$330 ﹤0.01% 1661
2020
Q4 		$1K Hold
79
– – ﹤0.01% 1551
2020
Q3 		$1K Buy
+79
New +$1.13K ﹤0.01% 1465

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Berman Capital Advisors held its Limoneira (LMNR) position steady in Q3 2021 at 59 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Berman Capital Advisors first reported a position in LMNR in Q3 2020 and has held it in 5 quarters since. The position peaked at $1K in Q2 2021. 77 funds tracked by Wall St. Rank hold LMNR as of Q3 2021.

  • Berman Capital Advisors held 59 shares of Limoneira worth $0 as of Q3 2021.
  • Berman Capital Advisors left its Limoneira share count unchanged in Q3 2021.
  • Limoneira made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2150 holding.
  • Berman Capital Advisors first reported a position in Limoneira in Q3 2020 and has held it in 5 quarters since.
  • Berman Capital Advisors's Limoneira position peaked at $1K in Q2 2021.
  • 77 funds tracked by Wall St. Rank held Limoneira as of Q3 2021.

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