SAM
CVGW

Smartleaf Asset Management’s Calavo Growers CVGW Stock Holding History

Smartleaf Asset Management’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
2025
Q1 		– Sell
-5
Closed -$127 – 2894
2024
Q4 		$127 Buy
+5
New +$136 ﹤0.01% 2887
2024
Q3 		– Sell
-22
Closed -$494 – 2920
2024
Q2 		$494 Buy
+22
New +$577 ﹤0.01% 2554

Other funds holding CVGW

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Smartleaf Asset Management's CVGW Position: Q1 2025 in Review

Smartleaf Asset Management sold out of Calavo Growers (CVGW) in Q1 2025, closing a stake of 5 shares — an estimated $127 sold.

Smartleaf Asset Management first reported a position in CVGW in Q2 2024 and held it in 2 quarters. The position peaked at $494 in Q2 2024. 148 funds tracked by Wall St. Rank hold CVGW as of Q1 2025.

  • Smartleaf Asset Management reported no remaining Calavo Growers position as of Q1 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 5 Calavo Growers shares in Q1 2025, an estimated $127.
  • Smartleaf Asset Management first reported a position in Calavo Growers in Q2 2024 and held it in 2 quarters.
  • Smartleaf Asset Management's Calavo Growers position peaked at $494 in Q2 2024.
  • 148 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2025.

Based on Smartleaf Asset Management's 13F filing for Q1 2025, filed 14 May 2025.