MSA
CVGW

Marino Stram & Associates’s Calavo Growers CVGW Stock Holding History

Marino Stram & Associates’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
2019
Q2 		– Sell
-50
Closed -$4K – 183
2019
Q1 		$4K Buy
50
+2
+4% +$162 ﹤0.01% 407
2018
Q4 		$4K Buy
+48
New +$4.48K ﹤0.01% 354

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Marino Stram & Associates's CVGW Position: Q2 2019 in Review

Marino Stram & Associates sold out of Calavo Growers (CVGW) in Q2 2019, closing a stake of 50 shares — an estimated $4K sold.

Marino Stram & Associates first reported a position in CVGW in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 217 funds tracked by Wall St. Rank hold CVGW as of Q2 2019.

  • Marino Stram & Associates reported no remaining Calavo Growers position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 50 Calavo Growers shares in Q2 2019, an estimated $4K.
  • Marino Stram & Associates first reported a position in Calavo Growers in Q4 2018 and held it in 2 quarters.
  • Marino Stram & Associates's Calavo Growers position peaked at $4K in Q1 2019.
  • 217 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.