ARS
CALY

Adirondack Retirement Specialists’s Callaway Golf Company CALY Stock Holding History

Adirondack Retirement Specialists’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.73M Buy
197,495
+91,940
+87% +$1.61M 2.12% 15
2023
Q2 		$2.1M Buy
+105,555
New +$2.11M 1.64% 16

Other funds holding CALY

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Adirondack Retirement Specialists's CALY Position: Q3 2023 in Review

Adirondack Retirement Specialists increased its Callaway Golf Company (CALY) stake by 87% in Q3 2023, buying an estimated $1.61M and bringing the position to 197,495 shares worth $2.73M. The position accounts for 2.12% of the portfolio, ranked #15.

Adirondack Retirement Specialists first reported a position in CALY in Q2 2023 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold CALY as of Q3 2023.

  • Adirondack Retirement Specialists held 197,495 shares of Callaway Golf Company worth $2.73M as of Q3 2023.
  • Adirondack Retirement Specialists bought 91,940 Callaway Golf Company shares in Q3 2023, an estimated $1.61M.
  • Callaway Golf Company made up 2.12% of Adirondack Retirement Specialists's portfolio in Q3 2023, its #15 holding.
  • Adirondack Retirement Specialists first reported a position in Callaway Golf Company in Q2 2023 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.