Zurich Cantonal Bank’s Calavo Growers CVGW Stock Holding History

Zurich Cantonal Bank’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
2025 Q4	–	Sell	-9,099	Closed	-$234K	–	2817
2025 Q3	$234K	Buy	9,099 +5,268	+138%	+$142K	﹤0.01%	2120
2025 Q2	$102K	Hold	3,831	–	–	﹤0.01%	2374
2025 Q1	$91.9K	Hold	3,831	–	–	﹤0.01%	2418
2024 Q4	$97.7K	Hold	3,831	–	–	﹤0.01%	2443
2024 Q3	$109K	Hold	3,831	–	–	﹤0.01%	2391
2024 Q2	$87K	Buy	3,831 +1,100	+40%	+$28.8K	﹤0.01%	2428
2024 Q1	$75.9K	Hold	2,731	–	–	﹤0.01%	2472
2023 Q4	$80.3K	Hold	2,731	–	–	﹤0.01%	2506
2023 Q3	$68.9K	Hold	2,731	–	–	﹤0.01%	2509
2023 Q2	$79.3K	Hold	2,731	–	–	﹤0.01%	2450
2023 Q1	$78.6K	Hold	2,731	–	–	﹤0.01%	2425
2022 Q4	$80.3K	Buy	2,731 +818	+43%	+$27.4K	﹤0.01%	2406
2022 Q3	$61K	Hold	1,913	–	–	﹤0.01%	2519
2022 Q2	$80K	Sell	1,913 -357	-16%	-$12.9K	﹤0.01%	2381
2022 Q1	$83K	Buy	2,270 +20	+0.9%	+$815	﹤0.01%	2357
2021 Q4	$95K	Buy	2,250 +30	+1%	+$1.23K	﹤0.01%	2537
2021 Q3	$85K	Hold	2,220	–	–	﹤0.01%	2424
2021 Q2	$141K	Buy	2,220 +307	+16%	+$22.5K	﹤0.01%	2041
2021 Q1	$149K	Hold	1,913	–	–	﹤0.01%	1950
2020 Q4	$133K	Hold	1,913	–	–	﹤0.01%	2079
2020 Q3	$127K	Buy	1,913 +528	+38%	+$33.2K	﹤0.01%	1876
2020 Q2	$87K	Hold	1,385	–	–	﹤0.01%	2009
2020 Q1	$80K	Buy	1,385 +258	+23%	+$18.2K	﹤0.01%	1726
2019 Q4	$102K	Hold	1,127	–	–	﹤0.01%	1704
2019 Q3	$107K	Hold	1,127	–	–	﹤0.01%	1584
2019 Q2	$109K	Hold	1,127	–	–	﹤0.01%	1568
2019 Q1	$94K	Buy	1,127 +158	+16%	+$12.8K	﹤0.01%	1617
2018 Q4	$71K	Buy	969 +204	+27%	+$19.1K	﹤0.01%	1812
2018 Q3	$74K	Hold	765	–	–	﹤0.01%	1909
2018 Q2	$74K	Hold	765	–	–	﹤0.01%	1852
2018 Q1	$71K	Hold	765	–	–	﹤0.01%	1821
2017 Q4	$65K	Buy	765 +284	+59%	+$20.9K	﹤0.01%	1850
2017 Q3	$35K	Hold	481	–	–	﹤0.01%	2016
2017 Q2	$33K	Hold	481	–	–	﹤0.01%	2012
2017 Q1	$29K	Hold	481	–	–	﹤0.01%	2133
2016 Q4	$30K	Hold	481	–	–	﹤0.01%	2080
2016 Q3	$31K	Buy	481 +92	+24%	+$5.97K	﹤0.01%	1971
2016 Q2	$26K	Hold	389	–	–	﹤0.01%	1896
2016 Q1	$22K	Hold	389	–	–	﹤0.01%	1966
2015 Q4	$19K	Buy	389 +203	+109%	+$10.3K	﹤0.01%	2114
2015 Q3	$8K	Buy	+186	New	+$9.71K	﹤0.01%	2200

Other funds holding CVGW

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

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

DRZID

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Zurich Cantonal Bank's CVGW Position: Q4 2025 in Review

Zurich Cantonal Bank sold out of Calavo Growers (CVGW) in Q4 2025, closing a stake of 9,099 shares — an estimated $234K sold.

Zurich Cantonal Bank first reported a position in CVGW in Q3 2015 and held it in 41 quarters. The position peaked at $234K in Q3 2025. 156 funds tracked by Wall St. Rank hold CVGW as of Q4 2025.

Zurich Cantonal Bank reported no remaining Calavo Growers position as of Q4 2025 after selling out during the quarter.
Zurich Cantonal Bank sold 9,099 Calavo Growers shares in Q4 2025, an estimated $234K.
Zurich Cantonal Bank first reported a position in Calavo Growers in Q3 2015 and held it in 41 quarters.
Zurich Cantonal Bank's Calavo Growers position peaked at $234K in Q3 2025.
156 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2025.

Based on Zurich Cantonal Bank's 13F filing for Q4 2025, filed 27 Jan 2026.