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Householder Group Estate & Retirement Specialist’s Limoneira LMNR Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$2K Buy
+100
New +$2.67K ﹤0.01% 481
2024
Q3 		– Sell
-100
Closed -$2K – 1261
2024
Q2 		$2K Buy
+100
New +$2.01K ﹤0.01% 1072

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LMNR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist opened a new position in Limoneira (LMNR) in Q4 2024: 100 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in LMNR as recently as Q2 2024.

Householder Group Estate & Retirement Specialist first reported a position in LMNR in Q2 2024 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold LMNR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 100 shares of Limoneira worth $2K as of Q4 2024.
  • Limoneira was a new Householder Group Estate & Retirement Specialist position in Q4 2024.
  • Limoneira made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #481 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Limoneira in Q2 2024 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Limoneira as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.