Sandia Investment Management’s Lavoro LVRO Stock Holding History

Sandia Investment Management’s Portfolio LVRO Stock Details LVRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,098,250	Closed	-$12M	–	111
2024 Q4	$12M	Hold	1,098,250	–	–	22.64%	1
2024 Q3	$11.9M	Hold	1,098,250	–	–	19.1%	1
2024 Q2	$11.8M	Hold	1,098,250	–	–	14.63%	1
2024 Q1	$11.7M	Hold	1,098,250	–	–	11.27%	1
2023 Q4	$11.6M	Hold	1,098,250	–	–	7.95%	2
2023 Q3	$11.5M	Hold	1,098,250	–	–	3.11%	5
2023 Q2	$11.3M	Hold	1,098,250	–	–	2.5%	7
2023 Q1	$11.2M	Buy	+1,098,250	New	+$7.84M	2.05%	8

Other funds holding LVRO

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Sandia Investment Management's LVRO Position: Q1 2025 in Review

Sandia Investment Management sold out of Lavoro (LVRO) in Q1 2025, closing a stake of 1,098,250 shares — an estimated $12M sold.

Sandia Investment Management first reported a position in LVRO in Q1 2023 and held it in 8 quarters. The position peaked at $12M in Q4 2024. 6 funds tracked by Wall St. Rank hold LVRO as of Q1 2025.

Sandia Investment Management reported no remaining Lavoro position as of Q1 2025 after selling out during the quarter.
Sandia Investment Management sold 1,098,250 Lavoro shares in Q1 2025, an estimated $12M.
Sandia Investment Management first reported a position in Lavoro in Q1 2023 and held it in 8 quarters.
Sandia Investment Management's Lavoro position peaked at $12M in Q4 2024.
6 funds tracked by Wall St. Rank held Lavoro as of Q1 2025.

Based on Sandia Investment Management's 13F filing for Q1 2025, filed 15 May 2025.