YCM
CVGW

Yousif Capital Management’s Calavo Growers CVGW Stock Holding History

Yousif Capital Management’s Portfolio CVGW Stock Details CVGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,029
Closed -$223K – 1969
2024
Q1 		$223K Sell
8,029
-885
-10% -$24.8K ﹤0.01% 1838
2023
Q4 		$262K Buy
8,914
+75
+0.8% +$1.93K ﹤0.01% 1800
2023
Q3 		$223K Sell
8,839
-745
-8% -$24.2K ﹤0.01% 1812
2023
Q2 		$278K Sell
9,584
-437
-4% -$13.6K ﹤0.01% 1740
2023
Q1 		$288K Sell
10,021
-1,345
-12% -$40.3K ﹤0.01% 1713
2022
Q4 		$334K Sell
11,366
-2,980
-21% -$99.8K ﹤0.01% 1667
2022
Q3 		$455K Sell
14,346
-254
-2% -$10.2K 0.01% 1559
2022
Q2 		$609K Sell
14,600
-1,630
-10% -$59K 0.01% 1467
2022
Q1 		$592K Buy
16,230
+160
+1% +$6.52K 0.01% 1574
2021
Q4 		$681K Buy
+16,070
New +$658K 0.01% 1540

Other funds holding CVGW

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return