Freestone Capital Holdings’s Limoneira LMNR Stock Holding History

Freestone Capital Holdings’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
2024 Q1	–	Sell	-14,237	Closed	-$294K	–	455
2023 Q4	$294K	Hold	14,237	–	–	0.01%	332
2023 Q3	$218K	Hold	14,237	–	–	0.01%	331
2023 Q2	$222K	Sell	14,237 -1,234	-8%	-$20.3K	0.01%	343
2023 Q1	$258K	Sell	15,471 -8,992	-37%	-$131K	0.01%	312
2022 Q4	$299K	Sell	24,463 -4,000	-14%	-$51.3K	0.01%	293
2022 Q3	$375K	Hold	28,463	–	–	0.02%	273
2022 Q2	$401K	Sell	28,463 -8,830	-24%	-$111K	0.02%	295
2022 Q1	$547K	Hold	37,293	–	–	0.02%	329
2021 Q4	$559K	Hold	37,293	–	–	0.02%	299
2021 Q3	$603K	Hold	37,293	–	–	0.03%	263
2021 Q2	$654K	Sell	37,293 -1,034	-3%	-$18.9K	0.03%	251
2021 Q1	$671K	Buy	+38,327	New	+$633K	0.04%	248

Other funds holding LMNR

GACM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Freestone Capital Holdings's LMNR Position: Q1 2024 in Review

Freestone Capital Holdings sold out of Limoneira (LMNR) in Q1 2024, closing a stake of 14,237 shares — an estimated $294K sold.

Freestone Capital Holdings first reported a position in LMNR in Q1 2021 and held it in 12 quarters. The position peaked at $671K in Q1 2021. 91 funds tracked by Wall St. Rank hold LMNR as of Q1 2024.

Freestone Capital Holdings reported no remaining Limoneira position as of Q1 2024 after selling out during the quarter.
Freestone Capital Holdings sold 14,237 Limoneira shares in Q1 2024, an estimated $294K.
Freestone Capital Holdings first reported a position in Limoneira in Q1 2021 and held it in 12 quarters.
Freestone Capital Holdings's Limoneira position peaked at $671K in Q1 2021.
91 funds tracked by Wall St. Rank held Limoneira as of Q1 2024.

Based on Freestone Capital Holdings's 13F filing for Q1 2024, filed 14 May 2024.