First Trust Advisors
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First Trust Advisors’s Limoneira LMNR Stock Holding History

First Trust Advisors’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
2020
Q3 		– Sell
-30,794
Closed -$446K – 2415
2020
Q2 		$446K Buy
30,794
+2,309
+8% +$30.3K ﹤0.01% 2062
2020
Q1 		$373K Sell
28,485
-5,523
-16% -$99.3K ﹤0.01% 2034
2019
Q4 		$654K Sell
34,008
-666
-2% -$12.7K ﹤0.01% 2034
2019
Q3 		$637K Buy
34,674
+7,963
+30% +$152K ﹤0.01% 2042
2019
Q2 		$533K Sell
26,711
-167
-0.6% -$3.56K ﹤0.01% 2088
2019
Q1 		$632K Buy
26,878
+445
+2% +$10.1K ﹤0.01% 2049
2018
Q4 		$517K Buy
26,433
+4,159
+19% +$98.2K ﹤0.01% 2119
2018
Q3 		$582K Buy
22,274
+8,603
+63% +$239K ﹤0.01% 2155
2018
Q2 		$336K Buy
13,671
+2,082
+18% +$50.7K ﹤0.01% 2261
2018
Q1 		$275K Buy
11,589
+887
+8% +$19.1K ﹤0.01% 2187
2017
Q4 		$240K Buy
10,702
+1,257
+13% +$29.2K ﹤0.01% 2285
2017
Q3 		$219K Buy
+9,445
New +$210K ﹤0.01% 2305

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

First Trust Advisors's LMNR Position: Q3 2020 in Review

First Trust Advisors sold out of Limoneira (LMNR) in Q3 2020, closing a stake of 30,794 shares — an estimated $446K sold.

First Trust Advisors first reported a position in LMNR in Q3 2017 and held it in 12 quarters. The position peaked at $654K in Q4 2019. 76 funds tracked by Wall St. Rank hold LMNR as of Q3 2020.

  • First Trust Advisors reported no remaining Limoneira position as of Q3 2020 after selling out during the quarter.
  • First Trust Advisors sold 30,794 Limoneira shares in Q3 2020, an estimated $446K.
  • First Trust Advisors first reported a position in Limoneira in Q3 2017 and held it in 12 quarters.
  • First Trust Advisors's Limoneira position peaked at $654K in Q4 2019.
  • 76 funds tracked by Wall St. Rank held Limoneira as of Q3 2020.

Based on First Trust Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.