Summit Trail Advisors’s Lavoro LVRO Stock Holding History

Summit Trail Advisors’s Portfolio LVRO Stock Details LVRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,000	Closed	-$95.8K	–	448
2024 Q4	$95.8K	Hold	20,000	–	–	﹤0.01%	382
2024 Q3	$75.4K	Hold	20,000	–	–	﹤0.01%	709
2024 Q2	$109K	Hold	20,000	–	–	﹤0.01%	605
2024 Q1	$134K	Hold	20,000	–	–	﹤0.01%	572
2023 Q4	$172K	Hold	20,000	–	–	0.01%	512
2023 Q3	$133K	Hold	20,000	–	–	﹤0.01%	517
2023 Q2	$119K	Buy	+20,000	New	+$118K	﹤0.01%	513

Other funds holding LVRO

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Summit Trail Advisors's LVRO Position: Q1 2025 in Review

Summit Trail Advisors sold out of Lavoro (LVRO) in Q1 2025, closing a stake of 20,000 shares — an estimated $95.8K sold.

Summit Trail Advisors first reported a position in LVRO in Q2 2023 and held it in 7 quarters. The position peaked at $172K in Q4 2023. 6 funds tracked by Wall St. Rank hold LVRO as of Q1 2025.

Summit Trail Advisors reported no remaining Lavoro position as of Q1 2025 after selling out during the quarter.
Summit Trail Advisors sold 20,000 Lavoro shares in Q1 2025, an estimated $95.8K.
Summit Trail Advisors first reported a position in Lavoro in Q2 2023 and held it in 7 quarters.
Summit Trail Advisors's Lavoro position peaked at $172K in Q4 2023.
6 funds tracked by Wall St. Rank held Lavoro as of Q1 2025.

Based on Summit Trail Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.