Ergoteles’s Limoneira LMNR Stock Holding History

Ergoteles’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 Q1	–	Sell	-26,618	Closed	-$325K	–	1534
2022 Q4	$325K	Sell	26,618 -37,036	-58%	-$475K	0.01%	881
2022 Q3	$839K	Sell	63,654 -5,546	-8%	-$72.5K	0.03%	557
2022 Q2	$975K	Buy	+69,200	New	+$871K	0.03%	550

Other funds holding LMNR

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Ergoteles's LMNR Position: Q1 2023 in Review

Ergoteles sold out of Limoneira (LMNR) in Q1 2023, closing a stake of 26,618 shares — an estimated $325K sold.

Ergoteles first reported a position in LMNR in Q2 2022 and held it in 3 quarters. The position peaked at $975K in Q2 2022. 78 funds tracked by Wall St. Rank hold LMNR as of Q1 2023.

Ergoteles reported no remaining Limoneira position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 26,618 Limoneira shares in Q1 2023, an estimated $325K.
Ergoteles first reported a position in Limoneira in Q2 2022 and held it in 3 quarters.
Ergoteles's Limoneira position peaked at $975K in Q2 2022.
78 funds tracked by Wall St. Rank held Limoneira as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.