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Crown Advisors Management’s Limoneira LMNR Stock Holding History

Crown Advisors 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
2023
Q3 		– Sell
-100,000
Closed -$1.56M – 54
2023
Q2 		$1.56M Buy
+100,000
New +$1.65M 1.01% 36
2022
Q4 		– Sell
-86,000
Closed -$1.13M – 46
2022
Q3 		$1.13M Sell
86,000
-64,000
-43% -$836K 1.12% 33
2022
Q2 		$2.11M Buy
+150,000
New +$1.89M 1.94% 24

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
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Crown Advisors Management's LMNR Position: Q3 2023 in Review

Crown Advisors Management sold out of Limoneira (LMNR) in Q3 2023, closing a stake of 100,000 shares — an estimated $1.56M sold.

Crown Advisors Management first reported a position in LMNR in Q2 2022 and held it in 3 quarters. The position peaked at $2.11M in Q2 2022. 88 funds tracked by Wall St. Rank hold LMNR as of Q3 2023.

  • Crown Advisors Management reported no remaining Limoneira position as of Q3 2023 after selling out during the quarter.
  • Crown Advisors Management sold 100,000 Limoneira shares in Q3 2023, an estimated $1.56M.
  • Crown Advisors Management first reported a position in Limoneira in Q2 2022 and held it in 3 quarters.
  • Crown Advisors Management's Limoneira position peaked at $2.11M in Q2 2022.
  • 88 funds tracked by Wall St. Rank held Limoneira as of Q3 2023.

Based on Crown Advisors Management's 13F filing for Q3 2023, filed 9 Nov 2023.