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Summit Global Investments’s Limoneira LMNR Stock Holding History

Summit Global Investments’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
2020
Q1 		– Sell
-45,100
Closed -$867K – 261
2019
Q4 		$867K Buy
45,100
+4,400
+11% +$84.1K 0.09% 181
2019
Q3 		$747K Buy
40,700
+12,200
+43% +$232K 0.09% 219
2019
Q2 		$568K Sell
28,500
-300
-1% -$6.41K 0.07% 264
2019
Q1 		$678K Sell
28,800
-1,600
-5% -$36.2K 0.09% 191
2018
Q4 		$594K Buy
+30,400
New +$718K 0.09% 219

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Summit Global Investments's LMNR Position: Q1 2020 in Review

Summit Global Investments sold out of Limoneira (LMNR) in Q1 2020, closing a stake of 45,100 shares — an estimated $867K sold.

Summit Global Investments first reported a position in LMNR in Q4 2018 and held it in 5 quarters. The position peaked at $867K in Q4 2019. 75 funds tracked by Wall St. Rank hold LMNR as of Q1 2020.

  • Summit Global Investments reported no remaining Limoneira position as of Q1 2020 after selling out during the quarter.
  • Summit Global Investments sold 45,100 Limoneira shares in Q1 2020, an estimated $867K.
  • Summit Global Investments first reported a position in Limoneira in Q4 2018 and held it in 5 quarters.
  • Summit Global Investments's Limoneira position peaked at $867K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Limoneira as of Q1 2020.

Based on Summit Global Investments's 13F filing for Q1 2020, filed 14 May 2020.