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Capital Performance Advisors’s Limoneira LMNR Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-57
Closed -$1.51K – 1555
2024
Q3 		$1.51K Buy
+57
New +$1.31K ﹤0.01% 1699

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
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 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
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Capital Performance Advisors's LMNR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Limoneira (LMNR) in Q4 2024, closing a stake of 57 shares — an estimated $1.51K sold.

Capital Performance Advisors first reported a position in LMNR in Q3 2024 and held it in 1 quarter. The position peaked at $1.51K in Q3 2024. 104 funds tracked by Wall St. Rank hold LMNR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Limoneira position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 57 Limoneira shares in Q4 2024, an estimated $1.51K.
  • Capital Performance Advisors first reported a position in Limoneira in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Limoneira position peaked at $1.51K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Limoneira as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.