RI
CVGW

Ridgewood Investments’s Calavo Growers CVGW Stock Holding History

Ridgewood Investments’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
2023
Q2 		– Sell
-1,927
Closed -$55.4K – 842
2023
Q1 		$55.4K Buy
+1,927
New +$57.8K 0.03% 322
2022
Q2 		– Sell
-9,777
Closed -$356K – 192
2022
Q1 		$356K Sell
9,777
-283
-3% -$11.5K 0.23% 131
2021
Q4 		$427K Buy
+10,060
New +$412K 0.27% 119

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ridgewood Investments's CVGW Position: Q2 2023 in Review

Ridgewood Investments sold out of Calavo Growers (CVGW) in Q2 2023, closing a stake of 1,927 shares — an estimated $55.4K sold.

Ridgewood Investments first reported a position in CVGW in Q4 2021 and held it in 3 quarters. The position peaked at $427K in Q4 2021. 148 funds tracked by Wall St. Rank hold CVGW as of Q2 2023.

  • Ridgewood Investments reported no remaining Calavo Growers position as of Q2 2023 after selling out during the quarter.
  • Ridgewood Investments sold 1,927 Calavo Growers shares in Q2 2023, an estimated $55.4K.
  • Ridgewood Investments first reported a position in Calavo Growers in Q4 2021 and held it in 3 quarters.
  • Ridgewood Investments's Calavo Growers position peaked at $427K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2023.

Based on Ridgewood Investments's 13F filing for Q2 2023, filed 7 Aug 2023.