EWM
CVGW

Evercore Wealth Management’s Calavo Growers CVGW Stock Holding History

Evercore Wealth 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
2017
Q3 		– Sell
-161
Closed -$11K – 915
2017
Q2 		$11K Sell
161
-339
-68% -$22.8K ﹤0.01% 805
2017
Q1 		$30K Hold
500
– – ﹤0.01% 686
2016
Q4 		$31K Hold
500
– – ﹤0.01% 689
2016
Q3 		$33K Hold
500
– – ﹤0.01% 686
2016
Q2 		$33K Hold
500
– – ﹤0.01% 661
2016
Q1 		$29K Hold
500
– – ﹤0.01% 664
2015
Q4 		$24K Hold
500
– – ﹤0.01% 730
2015
Q3 		$22K Hold
500
– – ﹤0.01% 724
2015
Q2 		$26K Hold
500
– – ﹤0.01% 743
2015
Q1 		$26K Hold
500
– – ﹤0.01% 738
2014
Q4 		$24K Buy
+500
New +$22.9K ﹤0.01% 645

Other funds holding CVGW

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return