Atwood & Palmer’s Callaway Golf Company CALY Stock Holding History

Atwood & Palmer’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
2024 Q4	–	Sell	-5,000	Closed	-$54.9K	–	487
2024 Q3	$54.9K	Hold	5,000	–	–	﹤0.01%	220
2024 Q2	$76.5K	Hold	5,000	–	–	0.01%	203
2024 Q1	$80.8K	Hold	5,000	–	–	0.01%	197
2023 Q4	$71.7K	Hold	5,000	–	–	0.01%	204
2023 Q3	$69.2K	Hold	5,000	–	–	0.01%	190
2023 Q2	$99.3K	Hold	5,000	–	–	0.01%	184
2023 Q1	$108K	Hold	5,000	–	–	0.01%	174
2022 Q4	$98.8K	Hold	5,000	–	–	0.01%	181
2022 Q3	$96K	Hold	5,000	–	–	0.01%	174
2022 Q2	$102K	Hold	5,000	–	–	0.01%	168
2022 Q1	$117K	Hold	5,000	–	–	0.01%	165
2021 Q4	$137K	Hold	5,000	–	–	0.01%	161
2021 Q3	$138K	Hold	5,000	–	–	0.01%	161
2021 Q2	$169K	Hold	5,000	–	–	0.02%	157
2021 Q1	$134K	Hold	5,000	–	–	0.01%	163
2020 Q4	$120K	Hold	5,000	–	–	0.01%	163
2020 Q3	$96K	Hold	5,000	–	–	0.01%	161
2020 Q2	$88K	Hold	5,000	–	–	0.01%	162
2020 Q1	$51K	Buy	+5,000	New	+$86.2K	0.01%	178

Other funds holding CALY

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

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

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

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Atwood & Palmer's CALY Position: Q4 2024 in Review

Atwood & Palmer sold out of Callaway Golf Company (CALY) in Q4 2024, closing a stake of 5,000 shares — an estimated $54.9K sold.

Atwood & Palmer first reported a position in CALY in Q1 2020 and held it in 19 quarters. The position peaked at $169K in Q2 2021. 291 funds tracked by Wall St. Rank hold CALY as of Q4 2024.

Atwood & Palmer reported no remaining Callaway Golf Company position as of Q4 2024 after selling out during the quarter.
Atwood & Palmer sold 5,000 Callaway Golf Company shares in Q4 2024, an estimated $54.9K.
Atwood & Palmer first reported a position in Callaway Golf Company in Q1 2020 and held it in 19 quarters.
Atwood & Palmer's Callaway Golf Company position peaked at $169K in Q2 2021.
291 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2024.

Based on Atwood & Palmer's 13F filing for Q4 2024, filed 16 Jan 2025.