Tiedemann Advisors’s Alico ALCO Stock Holding History

Tiedemann Advisors’s Portfolio ALCO Stock Details ALCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-28,294	Closed	-$686K	–	256
2023 Q1	$686K	Sell	28,294 -10,277	-27%	-$263K	0.03%	134
2022 Q4	$923K	Hold	38,571	–	–	0.04%	121
2022 Q3	$1.11M	Hold	38,571	–	–	0.07%	104
2022 Q2	$1.39M	Hold	38,571	–	–	0.1%	92
2022 Q1	$1.47M	Hold	38,571	–	–	0.07%	114
2021 Q4	$1.45M	Hold	38,571	–	–	0.07%	113
2021 Q3	$1.34M	Hold	38,571	–	–	0.07%	112
2021 Q2	$1.37M	Hold	38,571	–	–	0.06%	141
2021 Q1	$1.16M	Hold	38,571	–	–	0.05%	148
2020 Q4	$1.2M	Hold	38,571	–	–	0.06%	136
2020 Q3	$1.11M	Hold	38,571	–	–	0.05%	166
2020 Q2	$1.21M	Hold	38,571	–	–	0.06%	154
2020 Q1	$1.2M	Hold	38,571	–	–	0.08%	141
2019 Q4	$1.39M	Buy	+38,571	New	+$1.3M	0.07%	137

Other funds holding ALCO

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

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

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

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Tiedemann Advisors's ALCO Position: Q2 2023 in Review

Tiedemann Advisors sold out of Alico (ALCO) in Q2 2023, closing a stake of 28,294 shares — an estimated $686K sold.

Tiedemann Advisors first reported a position in ALCO in Q4 2019 and held it in 14 quarters. The position peaked at $1.47M in Q1 2022. 71 funds tracked by Wall St. Rank hold ALCO as of Q2 2023.

Tiedemann Advisors reported no remaining Alico position as of Q2 2023 after selling out during the quarter.
Tiedemann Advisors sold 28,294 Alico shares in Q2 2023, an estimated $686K.
Tiedemann Advisors first reported a position in Alico in Q4 2019 and held it in 14 quarters.
Tiedemann Advisors's Alico position peaked at $1.47M in Q1 2022.
71 funds tracked by Wall St. Rank held Alico as of Q2 2023.

Based on Tiedemann Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.