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HeadInvest LLC’s Alico ALCO Stock Holding History

HeadInvest LLC’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-700
Closed -$17.4K – 245
2023
Q3 		$17.4K Buy
+700
New +$17.4K ﹤0.01% 485

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HeadInvest LLC's ALCO Position: Q4 2023 in Review

HeadInvest LLC sold out of Alico (ALCO) in Q4 2023, closing a stake of 700 shares — an estimated $17.4K sold.

HeadInvest LLC first reported a position in ALCO in Q3 2023 and held it in 1 quarter. The position peaked at $17.4K in Q3 2023. 77 funds tracked by Wall St. Rank hold ALCO as of Q4 2023.

  • HeadInvest LLC reported no remaining Alico position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 700 Alico shares in Q4 2023, an estimated $17.4K.
  • HeadInvest LLC first reported a position in Alico in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Alico position peaked at $17.4K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held Alico as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.