SIMG
AVO icon

Stephens Investment Management Group’s Mission Produce AVO Stock Holding History

Stephens Investment Management Group’s Portfolio AVO Stock Details AVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-277,859
Closed -$2.69M – 170
2023
Q3 		$2.69M Sell
277,859
-214,601
-44% -$2.28M 0.04% 150
2023
Q2 		$5.97M Sell
492,460
-111,506
-18% -$1.31M 0.09% 142
2023
Q1 		$6.71M Sell
603,966
-111,758
-16% -$1.3M 0.11% 137
2022
Q4 		$8.41M Sell
715,724
-469,185
-40% -$7.22M 0.15% 126
2022
Q3 		$17.1M Sell
1,184,909
-356,723
-23% -$5.44M 0.32% 108
2022
Q2 		$22M Sell
1,541,632
-3,702
-0.2% -$49.4K 0.41% 101
2022
Q1 		$19.5M Buy
1,545,334
+98,958
+7% +$1.32M 0.29% 116
2021
Q4 		$22.7M Buy
1,446,376
+106,419
+8% +$1.98M 0.29% 113
2021
Q3 		$24.6M Buy
1,339,957
+82,508
+7% +$1.62M 0.33% 111
2021
Q2 		$26M Buy
1,257,449
+3,445
+0.3% +$70.4K 0.36% 109
2021
Q1 		$23.8M Buy
1,254,004
+536,101
+75% +$10.3M 0.35% 114
2020
Q4 		$10.8M Buy
+717,903
New +$9.7M 0.16% 135

Other funds holding AVO

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
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stephens Investment Management Group's AVO Position: Q4 2023 in Review

Stephens Investment Management Group sold out of Mission Produce (AVO) in Q4 2023, closing a stake of 277,859 shares — an estimated $2.69M sold.

Stephens Investment Management Group first reported a position in AVO in Q4 2020 and held it in 12 quarters. The position peaked at $26M in Q2 2021. 94 funds tracked by Wall St. Rank hold AVO as of Q4 2023.

  • Stephens Investment Management Group reported no remaining Mission Produce position as of Q4 2023 after selling out during the quarter.
  • Stephens Investment Management Group sold 277,859 Mission Produce shares in Q4 2023, an estimated $2.69M.
  • Stephens Investment Management Group first reported a position in Mission Produce in Q4 2020 and held it in 12 quarters.
  • Stephens Investment Management Group's Mission Produce position peaked at $26M in Q2 2021.
  • 94 funds tracked by Wall St. Rank held Mission Produce as of Q4 2023.

Based on Stephens Investment Management Group's 13F filing for Q4 2023, filed 13 Feb 2024.