Bell Investment Advisors’s Cal-Maine CALM Stock Holding History

Bell Investment Advisors’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	$8.55K	Sell	108 -125	-54%	-$10.3K	﹤0.01%	741
2025 Q4	$18.5K	Buy	233 +49	+27%	+$4.3K	﹤0.01%	471
2025 Q3	$17.3K	Buy	184 +79	+75%	+$8.44K	﹤0.01%	454
2025 Q2	$10.5K	Buy	105 +27	+35%	+$2.58K	﹤0.01%	656
2025 Q1	$7.09K	Hold	78	–	–	﹤0.01%	744
2024 Q4	$8.03K	Sell	78 -32	-29%	-$3.02K	﹤0.01%	694
2024 Q3	$8.23K	Hold	110	–	–	﹤0.01%	699
2024 Q2	$6.72K	Buy	110 +8	+8%	+$475	﹤0.01%	780
2024 Q1	$6K	Hold	102	–	–	﹤0.01%	828
2023 Q4	$5.85K	Buy	102 +25	+32%	+$1.24K	﹤0.01%	795
2023 Q3	$3.73K	Buy	77 +50	+185%	+$2.32K	﹤0.01%	959
2023 Q2	$1.22K	Sell	27 -18	-40%	-$894	﹤0.01%	1529
2023 Q1	$2.74K	Buy	45 +9	+25%	+$502	﹤0.01%	1092
2022 Q4	$1.96K	Buy	36 +9	+33%	+$520	﹤0.01%	1303
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	1060
2022 Q2	$1K	Buy	+27	New	+$1.37K	﹤0.01%	1354
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	1367
2021 Q3	$1K	Buy	+27	New	+$963	﹤0.01%	1297

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