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Minot Wealth Management’s Limoneira LMNR Stock Holding History

Minot Wealth Management’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11,050
Closed -$193K – 217
2021
Q1 		$193K Buy
+11,050
New +$183K 0.05% 192

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Minot Wealth Management's LMNR Position: Q2 2021 in Review

Minot Wealth Management sold out of Limoneira (LMNR) in Q2 2021, closing a stake of 11,050 shares — an estimated $193K sold.

Minot Wealth Management first reported a position in LMNR in Q1 2021 and held it in 1 quarter. The position peaked at $193K in Q1 2021. 73 funds tracked by Wall St. Rank hold LMNR as of Q2 2021.

  • Minot Wealth Management reported no remaining Limoneira position as of Q2 2021 after selling out during the quarter.
  • Minot Wealth Management sold 11,050 Limoneira shares in Q2 2021, an estimated $193K.
  • Minot Wealth Management first reported a position in Limoneira in Q1 2021 and held it in 1 quarter.
  • Minot Wealth Management's Limoneira position peaked at $193K in Q1 2021.
  • 73 funds tracked by Wall St. Rank held Limoneira as of Q2 2021.

Based on Minot Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.