CFA
CVGW

Carroll Financial Associates’s Calavo Growers CVGW Stock Holding History

Carroll Financial Associates’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
2019
Q4 		– Sell
-13
Closed -$1K – 1556
2019
Q3 		$1K Hold
13
– – ﹤0.01% 1396
2019
Q2 		$1K Buy
+13
New +$1.22K ﹤0.01% 1443

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SIMG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Carroll Financial Associates's CVGW Position: Q4 2019 in Review

Carroll Financial Associates sold out of Calavo Growers (CVGW) in Q4 2019, closing a stake of 13 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in CVGW in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 245 funds tracked by Wall St. Rank hold CVGW as of Q4 2019.

  • Carroll Financial Associates reported no remaining Calavo Growers position as of Q4 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 13 Calavo Growers shares in Q4 2019, an estimated $1K.
  • Carroll Financial Associates first reported a position in Calavo Growers in Q2 2019 and held it in 2 quarters.
  • Carroll Financial Associates's Calavo Growers position peaked at $1K in Q3 2019.
  • 245 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.