CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Limoneira LMNR Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-1,145
Closed -$16K – 3174
2022
Q2 		$16K Buy
1,145
+970
+554% +$12.2K ﹤0.01% 3496
2022
Q1 		$3K Sell
175
-951
-84% -$13.8K ﹤0.01% 4361
2021
Q4 		$17K Buy
1,126
+92
+9% +$1.44K ﹤0.01% 3405
2021
Q3 		$17K Buy
1,034
+4
+0.4% +$67 ﹤0.01% 3274
2021
Q2 		$18K Buy
1,030
+5
+0.5% +$92 ﹤0.01% 3173
2021
Q1 		$18K Buy
1,025
+14
+1% +$231 ﹤0.01% 3069
2020
Q4 		$17K Buy
+1,011
New +$15.2K ﹤0.01% 2328
2020
Q3 		– Sell
-1,000
Closed -$14K – 3156
2020
Q2 		$14K Buy
+1,000
New +$13.1K ﹤0.01% 2067
2019
Q2 		– Sell
-742
Closed -$17K – 1967
2019
Q1 		$17K Buy
+742
New +$16.8K ﹤0.01% 1216

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 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

CAPTRUST Financial Advisors's LMNR Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Limoneira (LMNR) in Q3 2022, closing a stake of 1,145 shares — an estimated $16K sold.

CAPTRUST Financial Advisors first reported a position in LMNR in Q1 2019 and held it in 9 quarters. The position peaked at $18K in Q2 2021. 67 funds tracked by Wall St. Rank hold LMNR as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Limoneira position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,145 Limoneira shares in Q3 2022, an estimated $16K.
  • CAPTRUST Financial Advisors first reported a position in Limoneira in Q1 2019 and held it in 9 quarters.
  • CAPTRUST Financial Advisors's Limoneira position peaked at $18K in Q2 2021.
  • 67 funds tracked by Wall St. Rank held Limoneira as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.