Simon Quick Advisors’s Calavo Growers CVGW Stock Holding History

Simon Quick Advisors’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
2020 Q1	–	Sell	-91	Closed	-$8K	–	524
2019 Q4	$8K	Buy	+91	New	+$8.13K	﹤0.01%	419

Other funds holding CVGW

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

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simon Quick Advisors's CVGW Position: Q1 2020 in Review

Simon Quick Advisors sold out of Calavo Growers (CVGW) in Q1 2020, closing a stake of 91 shares — an estimated $8K sold.

Simon Quick Advisors first reported a position in CVGW in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 204 funds tracked by Wall St. Rank hold CVGW as of Q1 2020.

Simon Quick Advisors reported no remaining Calavo Growers position as of Q1 2020 after selling out during the quarter.
Simon Quick Advisors sold 91 Calavo Growers shares in Q1 2020, an estimated $8K.
Simon Quick Advisors first reported a position in Calavo Growers in Q4 2019 and held it in 1 quarter.
Simon Quick Advisors's Calavo Growers position peaked at $8K in Q4 2019.
204 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.