Riverwater Partners’s Alico ALCO Stock Holding History

Riverwater Partners’s Portfolio ALCO Stock Details ALCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,542	Closed	-$273K	–	204
2024 Q4	$273K	Buy	+10,542	New	+$275K	0.13%	183

Other funds holding ALCO

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riverwater Partners's ALCO Position: Q1 2025 in Review

Riverwater Partners sold out of Alico (ALCO) in Q1 2025, closing a stake of 10,542 shares — an estimated $273K sold.

Riverwater Partners first reported a position in ALCO in Q4 2024 and held it in 1 quarter. The position peaked at $273K in Q4 2024. 82 funds tracked by Wall St. Rank hold ALCO as of Q1 2025.

Riverwater Partners reported no remaining Alico position as of Q1 2025 after selling out during the quarter.
Riverwater Partners sold 10,542 Alico shares in Q1 2025, an estimated $273K.
Riverwater Partners first reported a position in Alico in Q4 2024 and held it in 1 quarter.
Riverwater Partners's Alico position peaked at $273K in Q4 2024.
82 funds tracked by Wall St. Rank held Alico as of Q1 2025.

Based on Riverwater Partners's 13F filing for Q1 2025, filed 21 Apr 2025.