Parametric Portfolio Associates’s Limoneira LMNR Stock Holding History

Parametric Portfolio Associates’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
2022 Q1	$370K	Sell	25,200 -4,566	-15%	-$66.4K	﹤0.01%	3214
2021 Q4	$446K	Buy	29,766 +13,330	+81%	+$209K	﹤0.01%	3114
2021 Q3	$266K	Sell	16,436 -3,724	-18%	-$62.7K	﹤0.01%	3343
2021 Q2	$354K	Buy	20,160 +5,755	+40%	+$105K	﹤0.01%	3211
2021 Q1	$252K	Buy	14,405 +2,712	+23%	+$44.8K	﹤0.01%	3786
2020 Q4	$195K	Sell	11,693 -1,419	-11%	-$21.3K	﹤0.01%	3782
2020 Q3	$187K	Buy	13,112 +797	+6%	+$11.4K	﹤0.01%	3676
2020 Q2	$178K	Buy	+12,315	New	+$162K	﹤0.01%	3659

Other funds holding LMNR

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 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

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

Parametric Portfolio Associates's LMNR Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Limoneira (LMNR) stake by 15% in Q1 2022, selling an estimated $66.4K and leaving 25,200 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

Parametric Portfolio Associates first reported a position in LMNR in Q2 2020 and has held it in 8 quarters since. The position peaked at $446K in Q4 2021. 78 funds tracked by Wall St. Rank hold LMNR as of Q1 2022.

Parametric Portfolio Associates held 25,200 shares of Limoneira worth $370K as of Q1 2022.
Parametric Portfolio Associates sold 4,566 Limoneira shares in Q1 2022, an estimated $66.4K.
Limoneira made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3214 holding.
Parametric Portfolio Associates first reported a position in Limoneira in Q2 2020 and has held it in 8 quarters since.
Parametric Portfolio Associates's Limoneira position peaked at $446K in Q4 2021.
78 funds tracked by Wall St. Rank held Limoneira as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.