Corient Private Wealth
LMNR icon

Corient Private Wealth’s Limoneira LMNR Stock Holding History

Corient Private Wealth’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
2023
Q4 		– Sell
-16,368
Closed -$251K – 2312
2023
Q3 		$251K Buy
16,368
+307
+2% +$4.68K ﹤0.01% 1824
2023
Q2 		$250K Buy
16,061
+302
+2% +$4.97K ﹤0.01% 1782
2023
Q1 		$263K Buy
+15,759
New +$230K ﹤0.01% 1671

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 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
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's LMNR Position: Q4 2023 in Review

Corient Private Wealth sold out of Limoneira (LMNR) in Q4 2023, closing a stake of 16,368 shares — an estimated $251K sold.

Corient Private Wealth first reported a position in LMNR in Q1 2023 and held it in 3 quarters. The position peaked at $263K in Q1 2023. 93 funds tracked by Wall St. Rank hold LMNR as of Q4 2023.

  • Corient Private Wealth reported no remaining Limoneira position as of Q4 2023 after selling out during the quarter.
  • Corient Private Wealth sold 16,368 Limoneira shares in Q4 2023, an estimated $251K.
  • Corient Private Wealth first reported a position in Limoneira in Q1 2023 and held it in 3 quarters.
  • Corient Private Wealth's Limoneira position peaked at $263K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held Limoneira as of Q4 2023.

Based on Corient Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.