Capstone Investment Advisors
CALY

Capstone Investment Advisors’s Callaway Golf Company CALY Stock Holding History

Capstone Investment Advisors’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
-11,460
Closed -$126K – 1957
2024
Q3 		$126K Sell
11,460
-41,965
-79% -$528K ﹤0.01% 1682
2024
Q2 		$817K Buy
+53,425
New +$835K ﹤0.01% 1067
2023
Q3 		– Sell
-11,779
Closed -$234K – 2219
2023
Q2 		$234K Buy
+11,779
New +$236K ﹤0.01% 1489

Other funds holding CALY

BlackRock
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
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's CALY Position: Q4 2024 in Review

Capstone Investment Advisors sold out of Callaway Golf Company (CALY) in Q4 2024, closing a stake of 11,460 shares — an estimated $126K sold.

Capstone Investment Advisors first reported a position in CALY in Q2 2023 and held it in 3 quarters. The position peaked at $817K in Q2 2024. 291 funds tracked by Wall St. Rank hold CALY as of Q4 2024.

  • Capstone Investment Advisors reported no remaining Callaway Golf Company position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,460 Callaway Golf Company shares in Q4 2024, an estimated $126K.
  • Capstone Investment Advisors first reported a position in Callaway Golf Company in Q2 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Callaway Golf Company position peaked at $817K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.