LSA
CVGW

L & S Advisors’s Calavo Growers CVGW Stock Holding History

L & S Advisors’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
2018
Q4 		– Sell
-2,400
Closed -$232K – 308
2018
Q3 		$232K Hold
2,400
– – 0.03% 285
2018
Q2 		$231K Sell
2,400
-300
-11% -$27.9K 0.04% 271
2018
Q1 		$249K Sell
2,700
-800
-23% -$70K 0.05% 258
2017
Q4 		$295K Sell
3,500
-250
-7% -$18.4K 0.05% 248
2017
Q3 		$274K Hold
3,750
– – 0.05% 224
2017
Q2 		$259K Hold
3,750
– – 0.05% 232
2017
Q1 		$227K Hold
3,750
– – 0.04% 220
2016
Q4 		$230K Hold
3,750
– – 0.05% 151
2016
Q3 		$245K Hold
3,750
– – 0.07% 115
2016
Q2 		$251K Buy
+3,750
New +$222K 0.06% 108

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

L & S Advisors's CVGW Position: Q4 2018 in Review

L & S Advisors sold out of Calavo Growers (CVGW) in Q4 2018, closing a stake of 2,400 shares — an estimated $232K sold.

L & S Advisors first reported a position in CVGW in Q2 2016 and held it in 10 quarters. The position peaked at $295K in Q4 2017. 211 funds tracked by Wall St. Rank hold CVGW as of Q4 2018.

  • L & S Advisors reported no remaining Calavo Growers position as of Q4 2018 after selling out during the quarter.
  • L & S Advisors sold 2,400 Calavo Growers shares in Q4 2018, an estimated $232K.
  • L & S Advisors first reported a position in Calavo Growers in Q2 2016 and held it in 10 quarters.
  • L & S Advisors's Calavo Growers position peaked at $295K in Q4 2017.
  • 211 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2018.

Based on L & S Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.