Tarbox Family Office’s Limoneira LMNR Stock Holding History

Tarbox Family Office’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 Q3	–	Sell	-30,000	Closed	-$435K	–	1184
2020 Q2	$435K	Hold	30,000	–	–	0.11%	68
2020 Q1	$393K	Hold	30,000	–	–	0.13%	64
2019 Q4	$577K	Hold	30,000	–	–	0.16%	50
2019 Q3	$551K	Hold	30,000	–	–	0.17%	41
2019 Q2	$598K	Buy	+30,000	New	+$640K	0.19%	39

Other funds holding LMNR

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Tarbox Family Office's LMNR Position: Q3 2020 in Review

Tarbox Family Office sold out of Limoneira (LMNR) in Q3 2020, closing a stake of 30,000 shares — an estimated $435K sold.

Tarbox Family Office first reported a position in LMNR in Q2 2019 and held it in 5 quarters. The position peaked at $598K in Q2 2019. 76 funds tracked by Wall St. Rank hold LMNR as of Q3 2020.

Tarbox Family Office reported no remaining Limoneira position as of Q3 2020 after selling out during the quarter.
Tarbox Family Office sold 30,000 Limoneira shares in Q3 2020, an estimated $435K.
Tarbox Family Office first reported a position in Limoneira in Q2 2019 and held it in 5 quarters.
Tarbox Family Office's Limoneira position peaked at $598K in Q2 2019.
76 funds tracked by Wall St. Rank held Limoneira as of Q3 2020.

Based on Tarbox Family Office's 13F filing for Q3 2020, filed 22 Oct 2020.