ARS Investment Partners’s Calumet Specialty Products CLMT Stock Holding History

ARS Investment Partners’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-32,500	Closed	-$579K	–	178
2024 Q3	$579K	Buy	32,500 +1,000	+3%	+$16K	0.05%	104
2024 Q2	$506K	Buy	31,500 +4,500	+17%	+$71K	0.05%	106
2024 Q1	$401K	Hold	27,000	–	–	0.04%	109
2023 Q4	$482K	Sell	27,000 -3,000	-10%	-$48.7K	0.05%	107
2023 Q3	$573K	Buy	30,000 +3,000	+11%	+$52K	0.07%	92
2023 Q2	$428K	Buy	27,000 +6,500	+32%	+$107K	0.05%	112
2023 Q1	$356K	Buy	+20,500	New	+$364K	0.04%	115

Other funds holding CLMT

WDOM

Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TCM

Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return

ARS Investment Partners's CLMT Position: Q4 2024 in Review

ARS Investment Partners sold out of Calumet Specialty Products (CLMT) in Q4 2024, closing a stake of 32,500 shares — an estimated $579K sold.

ARS Investment Partners first reported a position in CLMT in Q1 2023 and held it in 7 quarters. The position peaked at $579K in Q3 2024. 123 funds tracked by Wall St. Rank hold CLMT as of Q4 2024.

ARS Investment Partners reported no remaining Calumet Specialty Products position as of Q4 2024 after selling out during the quarter.
ARS Investment Partners sold 32,500 Calumet Specialty Products shares in Q4 2024, an estimated $579K.
ARS Investment Partners first reported a position in Calumet Specialty Products in Q1 2023 and held it in 7 quarters.
ARS Investment Partners's Calumet Specialty Products position peaked at $579K in Q3 2024.
123 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2024.

Based on ARS Investment Partners's 13F filing for Q4 2024, filed 16 Jan 2025.