CCP
CVGW

Carmel Capital Partners’s Calavo Growers CVGW Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-1,003
Closed -$25.3K – 270
2023
Q3 		$25.3K Buy
+1,003
New +$32.6K 0.01% 321

Other funds holding CVGW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carmel Capital Partners's CVGW Position: Q4 2023 in Review

Carmel Capital Partners sold out of Calavo Growers (CVGW) in Q4 2023, closing a stake of 1,003 shares — an estimated $25.3K sold.

Carmel Capital Partners first reported a position in CVGW in Q3 2023 and held it in 1 quarter. The position peaked at $25.3K in Q3 2023. 140 funds tracked by Wall St. Rank hold CVGW as of Q4 2023.

  • Carmel Capital Partners reported no remaining Calavo Growers position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 1,003 Calavo Growers shares in Q4 2023, an estimated $25.3K.
  • Carmel Capital Partners first reported a position in Calavo Growers in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Calavo Growers position peaked at $25.3K in Q3 2023.
  • 140 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.