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Wedbush Securities’s Limoneira LMNR Stock Holding History

Wedbush Securities’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
2023
Q4 		– Sell
-10,576
Closed -$162K – 1108
2023
Q3 		$162K Buy
10,576
+106
+1% +$1.62K 0.01% 949
2023
Q2 		$163K Buy
+10,470
New +$172K 0.01% 967
2017
Q4 		– Sell
-11,102
Closed -$257K – 881
2017
Q3 		$257K Sell
11,102
-705
-6% -$15.7K 0.03% 613
2017
Q2 		$279K Buy
+11,807
New +$240K 0.04% 572

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedbush Securities's LMNR Position: Q4 2023 in Review

Wedbush Securities sold out of Limoneira (LMNR) in Q4 2023, closing a stake of 10,576 shares — an estimated $162K sold.

Wedbush Securities first reported a position in LMNR in Q2 2017 and held it in 4 quarters. The position peaked at $279K in Q2 2017. 93 funds tracked by Wall St. Rank hold LMNR as of Q4 2023.

  • Wedbush Securities reported no remaining Limoneira position as of Q4 2023 after selling out during the quarter.
  • Wedbush Securities sold 10,576 Limoneira shares in Q4 2023, an estimated $162K.
  • Wedbush Securities first reported a position in Limoneira in Q2 2017 and held it in 4 quarters.
  • Wedbush Securities's Limoneira position peaked at $279K in Q2 2017.
  • 93 funds tracked by Wall St. Rank held Limoneira as of Q4 2023.

Based on Wedbush Securities's 13F filing for Q4 2023, filed 12 Feb 2024.