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Steel Grove Capital Advisors’s Limbach Holdings LMB Stock Holding History

Steel Grove Capital Advisors’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-40,589
Closed -$149K – 115
2020
Q2 		$149K Hold
40,589
– – 0.07% 108
2020
Q1 		$116K Hold
40,589
– – 0.08% 94
2019
Q4 		$153K Buy
+40,589
New +$158K 0.09% 114

Other funds holding LMB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $292M AUM 36.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
KSCM
Kamunting Street Capital Management Miami Beach, Florida $179M AUM 5.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NSEDCP
NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return

Steel Grove Capital Advisors's LMB Position: Q3 2020 in Review

Steel Grove Capital Advisors sold out of Limbach Holdings (LMB) in Q3 2020, closing a stake of 40,589 shares — an estimated $149K sold.

Steel Grove Capital Advisors first reported a position in LMB in Q4 2019 and held it in 3 quarters. The position peaked at $153K in Q4 2019. 20 funds tracked by Wall St. Rank hold LMB as of Q3 2020.

  • Steel Grove Capital Advisors reported no remaining Limbach Holdings position as of Q3 2020 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 40,589 Limbach Holdings shares in Q3 2020, an estimated $149K.
  • Steel Grove Capital Advisors first reported a position in Limbach Holdings in Q4 2019 and held it in 3 quarters.
  • Steel Grove Capital Advisors's Limbach Holdings position peaked at $153K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2020.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.