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Copeland Capital Management’s Limoneira LMNR Stock Holding History

Copeland Capital Management’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
2020
Q1 		– Sell
-717
Closed -$14K – 295
2019
Q4 		$14K Hold
717
– – ﹤0.01% 207
2019
Q3 		$13K Buy
717
+9
+1% +$171 ﹤0.01% 206
2019
Q2 		$14K Buy
708
+20
+3% +$427 ﹤0.01% 200
2019
Q1 		$16K Buy
688
+187
+37% +$4.23K ﹤0.01% 172
2018
Q4 		$10K Buy
+501
New +$11.8K ﹤0.01% 209

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
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Copeland Capital Management's LMNR Position: Q1 2020 in Review

Copeland Capital Management sold out of Limoneira (LMNR) in Q1 2020, closing a stake of 717 shares — an estimated $14K sold.

Copeland Capital Management first reported a position in LMNR in Q4 2018 and held it in 5 quarters. The position peaked at $16K in Q1 2019. 75 funds tracked by Wall St. Rank hold LMNR as of Q1 2020.

  • Copeland Capital Management reported no remaining Limoneira position as of Q1 2020 after selling out during the quarter.
  • Copeland Capital Management sold 717 Limoneira shares in Q1 2020, an estimated $14K.
  • Copeland Capital Management first reported a position in Limoneira in Q4 2018 and held it in 5 quarters.
  • Copeland Capital Management's Limoneira position peaked at $16K in Q1 2019.
  • 75 funds tracked by Wall St. Rank held Limoneira as of Q1 2020.

Based on Copeland Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.