LC
CVGW

Lindbrook Capital’s Calavo Growers CVGW Stock Holding History

Lindbrook Capital’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
2025
Q1 		– Sell
-20
Closed -$510 – 2815
2024
Q4 		$510 Hold
20
– – ﹤0.01% 2615
2024
Q3 		$571 Buy
+20
New +$489 ﹤0.01% 2631
2022
Q4 		– Sell
-77
Closed -$2K – 2869
2022
Q3 		$2K Buy
77
+9
+13% +$361 ﹤0.01% 2025
2022
Q2 		$3K Sell
68
-94
-58% -$3.4K ﹤0.01% 1765
2022
Q1 		$6K Buy
162
+59
+57% +$2.4K ﹤0.01% 1507
2021
Q4 		$4K Buy
103
+12
+13% +$491 ﹤0.01% 1568
2021
Q3 		$3K Buy
+91
New +$4.55K ﹤0.01% 1393

Other funds holding CVGW

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lindbrook Capital's CVGW Position: Q1 2025 in Review

Lindbrook Capital sold out of Calavo Growers (CVGW) in Q1 2025, closing a stake of 20 shares — an estimated $510 sold.

Lindbrook Capital first reported a position in CVGW in Q3 2021 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 148 funds tracked by Wall St. Rank hold CVGW as of Q1 2025.

  • Lindbrook Capital reported no remaining Calavo Growers position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 20 Calavo Growers shares in Q1 2025, an estimated $510.
  • Lindbrook Capital first reported a position in Calavo Growers in Q3 2021 and held it in 7 quarters.
  • Lindbrook Capital's Calavo Growers position peaked at $6K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.