Empirical Finance’s Cal-Maine CALM Stock Holding History

Empirical Finance’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	$806K	Hold	10,182	–	–	0.04%	339
2025 Q4	$810K	Hold	10,182	–	–	0.04%	327
2025 Q3	$958K	Buy	10,182 +59	+0.6%	+$6.3K	0.05%	318
2025 Q2	$1.01M	Buy	+10,123	New	+$967K	0.05%	294
2024 Q2	–	Sell	-9,714	Closed	-$572K	–	505
2024 Q1	$572K	Buy	9,714 +82	+0.9%	+$4.67K	0.04%	394
2023 Q4	$553K	Hold	9,632	–	–	0.04%	380
2023 Q3	$466K	Buy	9,632 +72	+0.8%	+$3.35K	0.03%	397
2023 Q2	$430K	Buy	+9,560	New	+$475K	0.03%	409
2020 Q1	–	Sell	-22,575	Closed	-$965K	–	212
2019 Q4	$965K	Buy	22,575 +271	+1%	+$11.3K	0.23%	102
2019 Q3	$891K	Hold	22,304	–	–	0.25%	87
2019 Q2	$931K	Buy	22,304 +118	+0.5%	+$4.86K	0.26%	81
2019 Q1	$990K	Buy	+22,186	New	+$966K	0.25%	82
2018 Q2	–	Sell	-22,186	Closed	-$990K	–	148
2018 Q1	$990K	Buy	+22,186	New	+$962K	0.25%	82
2017 Q3	–	Sell	-22,320	Closed	-$884K	–	149
2017 Q2	$884K	Hold	22,320	–	–	0.34%	79
2017 Q1	$821K	Sell	22,320 -2,842	-11%	-$114K	0.39%	68
2016 Q4	$1.11M	Buy	+25,162	New	+$1M	0.76%	32

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