HIA
CVGW

Harbor Investment Advisory’s Calavo Growers CVGW Stock Holding History

Harbor Investment Advisory’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
2021
Q4 		– Sell
-260
Closed -$10K – 1313
2021
Q3 		$10K Buy
+260
New +$13K ﹤0.01% 1053

Other funds holding CVGW

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Harbor Investment Advisory's CVGW Position: Q4 2021 in Review

Harbor Investment Advisory sold out of Calavo Growers (CVGW) in Q4 2021, closing a stake of 260 shares — an estimated $10K sold.

Harbor Investment Advisory first reported a position in CVGW in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 172 funds tracked by Wall St. Rank hold CVGW as of Q4 2021.

  • Harbor Investment Advisory reported no remaining Calavo Growers position as of Q4 2021 after selling out during the quarter.
  • Harbor Investment Advisory sold 260 Calavo Growers shares in Q4 2021, an estimated $10K.
  • Harbor Investment Advisory first reported a position in Calavo Growers in Q3 2021 and held it in 1 quarter.
  • Harbor Investment Advisory's Calavo Growers position peaked at $10K in Q3 2021.
  • 172 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2021.

Based on Harbor Investment Advisory's 13F filing for Q4 2021, filed 10 Jan 2022.