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Carmel Capital Management’s Mission Produce AVO Stock Holding History

Carmel Capital Management’s Portfolio AVO Stock Details AVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-46,100
Closed -$455K – 29
2024
Q2 		$455K Sell
46,100
-34,600
-43% -$396K 0.18% 26
2024
Q1 		$958K Sell
80,700
-12,400
-13% -$132K 0.39% 26
2023
Q4 		$939K Sell
93,100
-71,238
-43% -$662K 0.45% 25
2023
Q3 		$1.59M Sell
164,338
-56,350
-26% -$598K 0.9% 24
2023
Q2 		$2.67M Sell
220,688
-39,100
-15% -$461K 1.39% 24
2023
Q1 		$2.89M Sell
259,788
-100,400
-28% -$1.17M 1.65% 22
2022
Q4 		$4.19M Sell
360,188
-97,833
-21% -$1.51M 2.58% 17
2022
Q3 		$6.62M Sell
458,021
-112,400
-20% -$1.71M 4.33% 6
2022
Q2 		$8.13M Sell
570,421
-336,437
-37% -$4.49M 5.04% 4
2022
Q1 		$11.5M Hold
906,858
– – 5.97% 3
2021
Q4 		$14.2M Buy
+906,858
New +$16.9M 6.99% 3

Other funds holding AVO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmel Capital Management's AVO Position: Q3 2024 in Review

Carmel Capital Management sold out of Mission Produce (AVO) in Q3 2024, closing a stake of 46,100 shares — an estimated $455K sold.

Carmel Capital Management first reported a position in AVO in Q4 2021 and held it in 11 quarters. The position peaked at $14.2M in Q4 2021. 144 funds tracked by Wall St. Rank hold AVO as of Q3 2024.

  • Carmel Capital Management reported no remaining Mission Produce position as of Q3 2024 after selling out during the quarter.
  • Carmel Capital Management sold 46,100 Mission Produce shares in Q3 2024, an estimated $455K.
  • Carmel Capital Management first reported a position in Mission Produce in Q4 2021 and held it in 11 quarters.
  • Carmel Capital Management's Mission Produce position peaked at $14.2M in Q4 2021.
  • 144 funds tracked by Wall St. Rank held Mission Produce as of Q3 2024.

Based on Carmel Capital Management's 13F filing for Q3 2024, filed 17 Oct 2024.