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Disciplined Investments’s Cal-Maine CALM Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-8
Closed -$360 – 319
2023
Q2 		$360 Hold
8
– – ﹤0.01% 1344
2023
Q1 		$487 Sell
8
-2
-20% -$112 ﹤0.01% 1233
2022
Q4 		$545 Sell
10
-2
-17% -$116 ﹤0.01% 1162
2022
Q3 		$1K Buy
12
+4
+50% +$219 ﹤0.01% 812
2022
Q2 		$0 Hold
8
– – ﹤0.01% 1287
2022
Q1 		$0 Buy
+8
New +$348 ﹤0.01% 1357

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Disciplined Investments's CALM Position: Q3 2023 in Review

Disciplined Investments sold out of Cal-Maine (CALM) in Q3 2023, closing a stake of 8 shares — an estimated $360 sold.

Disciplined Investments first reported a position in CALM in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 300 funds tracked by Wall St. Rank hold CALM as of Q3 2023.

  • Disciplined Investments reported no remaining Cal-Maine position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Cal-Maine shares in Q3 2023, an estimated $360.
  • Disciplined Investments first reported a position in Cal-Maine in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Cal-Maine position peaked at $1K in Q3 2022.
  • 300 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.