Nehal Chopra’s Farmer Brothers FARM Stock Holding History

Nehal Chopra’s Portfolio FARM Stock Details FARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-335,688	Closed	-$930K	–	35
2023 Q2	$930K	Buy	+335,688	New	+$906K	1.29%	20

Other funds holding FARM

22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return

JIM

JCP Investment Management Houston, Texas $187M AUM 38.18% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Nehal Chopra's FARM Position: Q3 2023 in Review

Nehal Chopra sold out of Farmer Brothers (FARM) in Q3 2023, closing a stake of 335,688 shares — an estimated $930K sold.

Nehal Chopra first reported a position in FARM in Q2 2023 and held it in 1 quarter. The position peaked at $930K in Q2 2023. 48 funds tracked by Wall St. Rank hold FARM as of Q3 2023.

Nehal Chopra reported no remaining Farmer Brothers position as of Q3 2023 after selling out during the quarter.
Nehal Chopra sold 335,688 Farmer Brothers shares in Q3 2023, an estimated $930K.
Nehal Chopra first reported a position in Farmer Brothers in Q2 2023 and held it in 1 quarter.
Nehal Chopra's Farmer Brothers position peaked at $930K in Q2 2023.
48 funds tracked by Wall St. Rank held Farmer Brothers as of Q3 2023.

Based on Ratan Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.