Winnow Wealth’s Alico ALCO Stock Holding History

Winnow Wealth’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
2025 Q3	–	Sell	-50,202	Closed	-$1.64M	–	576
2025 Q2	$1.64M	Buy	+50,202	New	+$1.52M	1.22%	23

Other funds holding ALCO

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Winnow Wealth's ALCO Position: Q3 2025 in Review

Winnow Wealth sold out of Alico (ALCO) in Q3 2025, closing a stake of 50,202 shares — an estimated $1.64M sold.

Winnow Wealth first reported a position in ALCO in Q2 2025 and held it in 1 quarter. The position peaked at $1.64M in Q2 2025. 99 funds tracked by Wall St. Rank hold ALCO as of Q3 2025.

Winnow Wealth reported no remaining Alico position as of Q3 2025 after selling out during the quarter.
Winnow Wealth sold 50,202 Alico shares in Q3 2025, an estimated $1.64M.
Winnow Wealth first reported a position in Alico in Q2 2025 and held it in 1 quarter.
Winnow Wealth's Alico position peaked at $1.64M in Q2 2025.
99 funds tracked by Wall St. Rank held Alico as of Q3 2025.

Based on Winnow Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.