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D.A. Davidson & Co’s Limoneira LMNR Stock Holding History

D.A. Davidson & Co’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
2022
Q1 		– Sell
-10,455
Closed -$157K – 1311
2021
Q4 		$157K Hold
10,455
– – ﹤0.01% 1219
2021
Q3 		$169K Sell
10,455
-2,500
-19% -$42.1K ﹤0.01% 1162
2021
Q2 		$227K Sell
12,955
-1,700
-12% -$31.1K ﹤0.01% 1092
2021
Q1 		$256K Buy
14,655
+2,955
+25% +$48.8K ﹤0.01% 1012
2020
Q4 		$195K Buy
+11,700
New +$176K ﹤0.01% 967
2017
Q3 		– Sell
-7,100
Closed -$167K – 1595
2017
Q2 		$167K Buy
7,100
+4,600
+184% +$93.5K ﹤0.01% 1037
2017
Q1 		$52K Buy
2,500
+1,000
+67% +$18.6K ﹤0.01% 1502
2016
Q4 		$32K Hold
1,500
– – ﹤0.01% 1766
2016
Q3 		$28K Buy
1,500
+200
+15% +$3.61K ﹤0.01% 1748
2016
Q2 		$22K Hold
1,300
– – ﹤0.01% 1730
2016
Q1 		$19K Hold
1,300
– – ﹤0.01% 1729
2015
Q4 		$19K Buy
1,300
+300
+30% +$4.84K ﹤0.01% 1722
2015
Q3 		$16K Sell
1,000
-500
-33% -$9.58K ﹤0.01% 1729
2015
Q2 		$33K Buy
1,500
+400
+36% +$8.97K ﹤0.01% 1565
2015
Q1 		$23K Hold
1,100
– – ﹤0.01% 1634
2014
Q4 		$27K Hold
1,100
– – ﹤0.01% 1603
2014
Q3 		$26K Buy
1,100
+500
+83% +$11.5K ﹤0.01% 1610
2014
Q2 		$13K Buy
+600
New +$13.5K ﹤0.01% 1742

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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

D.A. Davidson & Co's LMNR Position: Q1 2022 in Review

D.A. Davidson & Co sold out of Limoneira (LMNR) in Q1 2022, closing a stake of 10,455 shares — an estimated $157K sold.

D.A. Davidson & Co first reported a position in LMNR in Q2 2014 and held it in 18 quarters. The position peaked at $256K in Q1 2021. 77 funds tracked by Wall St. Rank hold LMNR as of Q1 2022.

  • D.A. Davidson & Co reported no remaining Limoneira position as of Q1 2022 after selling out during the quarter.
  • D.A. Davidson & Co sold 10,455 Limoneira shares in Q1 2022, an estimated $157K.
  • D.A. Davidson & Co first reported a position in Limoneira in Q2 2014 and held it in 18 quarters.
  • D.A. Davidson & Co's Limoneira position peaked at $256K in Q1 2021.
  • 77 funds tracked by Wall St. Rank held Limoneira as of Q1 2022.

Based on D.A. Davidson & Co's 13F filing for Q1 2022, filed 12 May 2022.