Samalin Investment Counsel’s Limoneira LMNR Stock Holding History

Samalin Investment Counsel’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
2023 Q2	–	Sell	-11,165	Closed	-$186K	–	283
2023 Q1	$186K	Sell	11,165 -371	-3%	-$5.42K	0.11%	225
2022 Q4	$141K	Sell	11,536 -869	-7%	-$11.1K	0.09%	235
2022 Q3	$163K	Buy	12,405 +6	+0%	+$78	0.12%	202
2022 Q2	$175K	Sell	12,399 -31	-0.2%	-$390	0.12%	203
2022 Q1	$182K	Sell	12,430 -468	-4%	-$6.8K	0.11%	225
2021 Q4	$193K	Sell	12,898 -8,106	-39%	-$127K	0.12%	226
2021 Q3	$340K	Buy	+21,004	New	+$353K	0.22%	157

Other funds holding LMNR

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

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

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

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

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Samalin Investment Counsel's LMNR Position: Q2 2023 in Review

Samalin Investment Counsel sold out of Limoneira (LMNR) in Q2 2023, closing a stake of 11,165 shares — an estimated $186K sold.

Samalin Investment Counsel first reported a position in LMNR in Q3 2021 and held it in 7 quarters. The position peaked at $340K in Q3 2021. 83 funds tracked by Wall St. Rank hold LMNR as of Q2 2023.

Samalin Investment Counsel reported no remaining Limoneira position as of Q2 2023 after selling out during the quarter.
Samalin Investment Counsel sold 11,165 Limoneira shares in Q2 2023, an estimated $186K.
Samalin Investment Counsel first reported a position in Limoneira in Q3 2021 and held it in 7 quarters.
Samalin Investment Counsel's Limoneira position peaked at $340K in Q3 2021.
83 funds tracked by Wall St. Rank held Limoneira as of Q2 2023.

Based on Samalin Investment Counsel's 13F filing for Q2 2023, filed 3 Aug 2023.