MassMutual Private Wealth & Trust’s Calavo Growers CVGW Stock Holding History

MassMutual Private Wealth & Trust’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
2024 Q2	–	Sell	-27	Closed	-$751	–	2154
2024 Q1	$751	Buy	+27	New	+$758	﹤0.01%	1771
2021 Q4	–	Sell	-60	Closed	-$2K	–	1411
2021 Q3	$2K	Buy	+60	New	+$3K	﹤0.01%	1034
2018 Q4	–	Sell	-206	Closed	-$19.9K	–	991
2018 Q3	$19.9K	Hold	206	–	–	﹤0.01%	506
2018 Q2	$19.8K	Hold	206	–	–	﹤0.01%	499
2018 Q1	$19K	Buy	+206	New	+$18K	﹤0.01%	510

Other funds holding CVGW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

MassMutual Private Wealth & Trust's CVGW Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of Calavo Growers (CVGW) in Q2 2024, closing a stake of 27 shares — an estimated $751 sold.

MassMutual Private Wealth & Trust first reported a position in CVGW in Q1 2018 and held it in 5 quarters. The position peaked at $19.9K in Q3 2018. 131 funds tracked by Wall St. Rank hold CVGW as of Q2 2024.

MassMutual Private Wealth & Trust reported no remaining Calavo Growers position as of Q2 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 27 Calavo Growers shares in Q2 2024, an estimated $751.
MassMutual Private Wealth & Trust first reported a position in Calavo Growers in Q1 2018 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Calavo Growers position peaked at $19.9K in Q3 2018.
131 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.