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Stephens Inc’s Limoneira LMNR Stock Holding History

Stephens Inc’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
2022
Q2 		– Sell
-1,000
Closed -$15K – 1290
2022
Q1 		$15K Hold
1,000
– – ﹤0.01% 1308
2021
Q4 		$15K Sell
1,000
-4,528
-82% -$71.1K ﹤0.01% 1330
2021
Q3 		$89K Sell
5,528
-152
-3% -$2.56K ﹤0.01% 1275
2021
Q2 		$100K Buy
5,680
+96
+2% +$1.76K ﹤0.01% 1259
2021
Q1 		$98K Buy
5,584
+1,552
+38% +$25.6K ﹤0.01% 1223
2020
Q4 		$67K Buy
4,032
+168
+4% +$2.52K ﹤0.01% 1157
2020
Q3 		$55K Buy
3,864
+154
+4% +$2.21K ﹤0.01% 1124
2020
Q2 		$54K Buy
3,710
+34
+0.9% +$446 ﹤0.01% 1085
2020
Q1 		$48K Buy
3,676
+222
+6% +$3.99K ﹤0.01% 1030
2019
Q4 		$66K Sell
3,454
-6,841
-66% -$131K ﹤0.01% 1096
2019
Q3 		$189K Sell
10,295
-1,629
-14% -$31K ﹤0.01% 1057
2019
Q2 		$238K Sell
11,924
-892
-7% -$19K 0.01% 1012
2019
Q1 		$302K Buy
12,816
+464
+4% +$10.5K 0.01% 913
2018
Q4 		$241K Buy
12,352
+11,952
+2,988% +$282K 0.01% 927
2018
Q3 		$10K Sell
400
-92,900
-100% -$2.58M ﹤0.01% 1150
2018
Q2 		$2.3M Buy
+93,300
New +$2.27M 0.07% 303

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 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 $481B AUM 30.42% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $151M AUM 73.11% 1-Year Est. Return

Stephens Inc's LMNR Position: Q2 2022 in Review

Stephens Inc sold out of Limoneira (LMNR) in Q2 2022, closing a stake of 1,000 shares — an estimated $15K sold.

Stephens Inc first reported a position in LMNR in Q2 2018 and held it in 16 quarters. The position peaked at $2.3M in Q2 2018. 73 funds tracked by Wall St. Rank hold LMNR as of Q2 2022.

  • Stephens Inc reported no remaining Limoneira position as of Q2 2022 after selling out during the quarter.
  • Stephens Inc sold 1,000 Limoneira shares in Q2 2022, an estimated $15K.
  • Stephens Inc first reported a position in Limoneira in Q2 2018 and held it in 16 quarters.
  • Stephens Inc's Limoneira position peaked at $2.3M in Q2 2018.
  • 73 funds tracked by Wall St. Rank held Limoneira as of Q2 2022.

Based on Stephens Inc's 13F filing for Q2 2022, filed 3 Aug 2022.