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Engrave Wealth Partners’s Cal-Maine CALM Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-2,415
Closed -$107K – 107
2020
Q2 		$107K Hold
2,415
– – 0.1% 74
2020
Q1 		$106K Hold
2,415
– – 0.12% 60
2019
Q4 		$103K Buy
+2,415
New +$101K 0.1% 75

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Engrave Wealth Partners's CALM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Cal-Maine (CALM) in Q3 2020, closing a stake of 2,415 shares — an estimated $107K sold.

Engrave Wealth Partners first reported a position in CALM in Q4 2019 and held it in 3 quarters. The position peaked at $107K in Q2 2020. 211 funds tracked by Wall St. Rank hold CALM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Cal-Maine position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 2,415 Cal-Maine shares in Q3 2020, an estimated $107K.
  • Engrave Wealth Partners first reported a position in Cal-Maine in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Cal-Maine position peaked at $107K in Q2 2020.
  • 211 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.