Blue Trust Inc’s Cal-Maine CALM Stock Holding History

Blue Trust Inc’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	$18K	Sell	227 -86	-27%	-$7.07K	﹤0.01%	1688
2025 Q4	$24.9K	Sell	313 -320	-51%	-$28.1K	﹤0.01%	1613
2025 Q3	$59.6K	Buy	633 +24	+4%	+$2.56K	﹤0.01%	1329
2025 Q2	$60.7K	Sell	609 -11	-2%	-$1.05K	﹤0.01%	1280
2025 Q1	$56.4K	Buy	620 +493	+388%	+$48.7K	﹤0.01%	1287
2024 Q4	$13.1K	Sell	127 -5,300	-98%	-$500K	﹤0.01%	1735
2024 Q3	$332K	Buy	5,427 +2,145	+65%	+$148K	﹤0.01%	635
2024 Q2	$193K	Buy	3,282 +3,256	+12,523%	+$193K	﹤0.01%	725
2024 Q1	$1.53K	Sell	26 -1,061	-98%	-$60.4K	﹤0.01%	1869
2023 Q4	$53K	Buy	1,087 +893	+460%	+$44.1K	﹤0.01%	909
2023 Q3	$9K	Hold	194	–	–	﹤0.01%	1432
2023 Q2	$12K	Buy	+194	New	+$9.63K	﹤0.01%	1234

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