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SummerHaven Investment Management’s Limbach Holdings LMB Stock Holding History

SummerHaven Investment Management’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
2024
Q3 		– Sell
-28,963
Closed -$1.65M – 242
2024
Q2 		$1.65M Buy
28,963
+261
+0.9% +$12.9K 1.08% 3
2024
Q1 		$1.19M Buy
28,702
+249
+0.9% +$10.8K 0.74% 16
2023
Q4 		$1.29M Buy
28,453
+252
+0.9% +$9.05K 0.83% 4
2023
Q3 		$895K Buy
+28,201
New +$854K 0.66% 18

Other funds holding LMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SummerHaven Investment Management's LMB Position: Q3 2024 in Review

SummerHaven Investment Management sold out of Limbach Holdings (LMB) in Q3 2024, closing a stake of 28,963 shares — an estimated $1.65M sold.

SummerHaven Investment Management first reported a position in LMB in Q3 2023 and held it in 4 quarters. The position peaked at $1.65M in Q2 2024. 162 funds tracked by Wall St. Rank hold LMB as of Q3 2024.

  • SummerHaven Investment Management reported no remaining Limbach Holdings position as of Q3 2024 after selling out during the quarter.
  • SummerHaven Investment Management sold 28,963 Limbach Holdings shares in Q3 2024, an estimated $1.65M.
  • SummerHaven Investment Management first reported a position in Limbach Holdings in Q3 2023 and held it in 4 quarters.
  • SummerHaven Investment Management's Limbach Holdings position peaked at $1.65M in Q2 2024.
  • 162 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2024.

Based on SummerHaven Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.