AE Wealth Management’s Cal-Maine CALM Stock Holding History

AE Wealth Management’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$222K	Sell	2,801 -120	-4%	-$9.86K	﹤0.01%	1552
2025 Q4	$232K	Buy	+2,921	New	+$257K	﹤0.01%	1443
2025 Q1	–	Sell	-7,359	Closed	-$757K	–	2161
2024 Q4	$757K	Sell	7,359 -10,497	-59%	-$991K	0.01%	773
2024 Q3	$1.34M	Buy	17,856 +109	+0.6%	+$7.54K	0.01%	639
2024 Q2	$1.08M	Buy	17,747 +12,917	+267%	+$766K	0.01%	683
2024 Q1	$284K	Sell	4,830 -10,799	-69%	-$615K	﹤0.01%	979
2023 Q4	$878K	Buy	15,629 +489	+3%	+$24.2K	﹤0.01%	1205
2023 Q3	$733K	Buy	+15,140	New	+$704K	﹤0.01%	1217
2022 Q3	–	Sell	-44,555	Closed	-$2.2M	–	1763
2022 Q2	$2.2M	Buy	+44,555	New	+$2.26M	0.02%	635
2021 Q1	–	Sell	-6,148	Closed	-$231K	–	1489
2020 Q4	$231K	Buy	+6,148	New	+$237K	﹤0.01%	1233
2020 Q3	–	Sell	-13,632	Closed	-$606K	–	1284
2020 Q2	$606K	Buy	+13,632	New	+$580K	0.01%	790

Other funds holding CALM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return