Crown Advisors Management’s Calavo Growers CVGW Stock Holding History

Crown Advisors Management’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
2026 Q1	–	Sell	-45,000	Closed	-$978K	–	43
2025 Q4	$978K	Sell	45,000 -20,000	-31%	-$444K	0.64%	36
2025 Q3	$1.67M	Sell	65,000 -20,000	-24%	-$540K	1.12%	32
2025 Q2	$2.26M	Sell	85,000 -25,000	-23%	-$653K	1.8%	22
2025 Q1	$2.64M	Sell	110,000 -30,000	-21%	-$705K	2.32%	18
2024 Q4	$3.57M	Hold	140,000	–	–	2.29%	19
2024 Q3	$3.99M	Buy	140,000 +20,000	+17%	+$489K	2.57%	15
2024 Q2	$2.72M	Sell	120,000 -20,000	-14%	-$524K	1.75%	22
2024 Q1	$3.89M	Sell	140,000 -5,000	-3%	-$140K	2.36%	16
2023 Q4	$4.26M	Sell	145,000 -25,000	-15%	-$644K	2.92%	9
2023 Q3	$4.29M	Buy	170,000 +30,000	+21%	+$975K	3.05%	11
2023 Q2	$4.06M	Buy	140,000 +40,000	+40%	+$1.24M	2.65%	13
2023 Q1	$2.88M	Buy	+100,000	New	+$3M	2.15%	19
2022 Q4	–	Sell	-20,000	Closed	-$635K	–	45
2022 Q3	$635K	Sell	20,000 -30,000	-60%	-$1.2M	0.63%	39
2022 Q2	$2.09M	Hold	50,000	–	–	1.92%	26
2022 Q1	$1.82M	Hold	50,000	–	–	1.28%	35
2021 Q4	$2.12M	Buy	50,000 +40,000	+400%	+$1.64M	1.36%	29
2021 Q3	$382K	Buy	+10,000	New	+$500K	0.27%	41

Other funds holding CVGW

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return