KCM
AVO icon

Kennedy Capital Management’s Mission Produce AVO Stock Holding History

Kennedy Capital Management’s Portfolio AVO Stock Details AVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-189,294
Closed -$2.29M – 680
2023
Q2 		$2.29M Sell
189,294
-4,157
-2% -$49K 0.05% 434
2023
Q1 		$2.15M Sell
193,451
-111,565
-37% -$1.3M 0.06% 391
2022
Q4 		$3.54M Buy
305,016
+6,690
+2% +$103K 0.1% 338
2022
Q3 		$4.31M Sell
298,326
-15,842
-5% -$241K 0.13% 289
2022
Q2 		$4.48M Buy
314,168
+29,526
+10% +$394K 0.13% 290
2022
Q1 		$3.6M Sell
284,642
-19,651
-6% -$262K 0.09% 367
2021
Q4 		$4.78M Buy
304,293
+4,798
+2% +$89.2K 0.1% 358
2021
Q3 		$5.5M Sell
299,495
-20,178
-6% -$397K 0.12% 316
2021
Q2 		$6.62M Buy
319,673
+15,929
+5% +$326K 0.14% 283
2021
Q1 		$5.77M Buy
+303,744
New +$5.83M 0.12% 330

Other funds holding AVO

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Kennedy Capital Management's AVO Position: Q3 2023 in Review

Kennedy Capital Management sold out of Mission Produce (AVO) in Q3 2023, closing a stake of 189,294 shares — an estimated $2.29M sold.

Kennedy Capital Management first reported a position in AVO in Q1 2021 and held it in 10 quarters. The position peaked at $6.62M in Q2 2021. 98 funds tracked by Wall St. Rank hold AVO as of Q3 2023.

  • Kennedy Capital Management reported no remaining Mission Produce position as of Q3 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 189,294 Mission Produce shares in Q3 2023, an estimated $2.29M.
  • Kennedy Capital Management first reported a position in Mission Produce in Q1 2021 and held it in 10 quarters.
  • Kennedy Capital Management's Mission Produce position peaked at $6.62M in Q2 2021.
  • 98 funds tracked by Wall St. Rank held Mission Produce as of Q3 2023.

Based on Kennedy Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.