Evercore Wealth Management’s Cal-Maine CALM Stock Holding History

Evercore Wealth Management’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
2018 Q1	–	Sell	-600	Closed	-$27K	–	413
2017 Q4	$27K	Hold	600	–	–	﹤0.01%	669
2017 Q3	$25K	Hold	600	–	–	﹤0.01%	667
2017 Q2	$24K	Hold	600	–	–	﹤0.01%	688
2017 Q1	$22K	Sell	600 -550	-48%	-$22K	﹤0.01%	741
2016 Q4	$51K	Buy	1,150 +550	+92%	+$21.9K	﹤0.01%	603
2016 Q3	$23K	Hold	600	–	–	﹤0.01%	750
2016 Q2	$27K	Hold	600	–	–	﹤0.01%	703
2016 Q1	$31K	Hold	600	–	–	﹤0.01%	655
2015 Q4	$28K	Hold	600	–	–	﹤0.01%	704
2015 Q3	$33K	Hold	600	–	–	﹤0.01%	653
2015 Q2	$31K	Hold	600	–	–	﹤0.01%	713
2015 Q1	$23K	Hold	600	–	–	﹤0.01%	761
2014 Q4	$23K	Sell	600 -140	-19%	-$5.96K	﹤0.01%	648
2014 Q3	$33K	Hold	740	–	–	﹤0.01%	667
2014 Q2	$27K	Buy	740 +140	+23%	+$4.6K	﹤0.01%	695
2014 Q1	$19K	Hold	600	–	–	﹤0.01%	744
2013 Q4	$18K	Hold	600	–	–	﹤0.01%	691
2013 Q3	$14K	Hold	600	–	–	﹤0.01%	726
2013 Q2	$14K	Buy	+600	New	+$13.2K	﹤0.01%	695

Other funds holding CALM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return