F/M Investments’s Calumet Specialty Products CLMT Stock Holding History

F/M Investments’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-549,655	Closed	-$9.82M	–	84
2023 Q4	$9.82M	Hold	549,655	–	–	5.58%	3
2023 Q3	$10.5M	Sell	549,655 -21,500	-4%	-$372K	7.83%	2
2023 Q2	$9.06M	Buy	+571,155	New	+$9.4M	6.68%	3

Other funds holding CLMT

WDOM

Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

F/M Investments's CLMT Position: Q1 2024 in Review

F/M Investments sold out of Calumet Specialty Products (CLMT) in Q1 2024, closing a stake of 549,655 shares — an estimated $9.82M sold.

F/M Investments first reported a position in CLMT in Q2 2023 and held it in 3 quarters. The position peaked at $10.5M in Q3 2023. 78 funds tracked by Wall St. Rank hold CLMT as of Q1 2024.

F/M Investments reported no remaining Calumet Specialty Products position as of Q1 2024 after selling out during the quarter.
F/M Investments sold 549,655 Calumet Specialty Products shares in Q1 2024, an estimated $9.82M.
F/M Investments first reported a position in Calumet Specialty Products in Q2 2023 and held it in 3 quarters.
F/M Investments's Calumet Specialty Products position peaked at $10.5M in Q3 2023.
78 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q1 2024.

Based on F/M Investments's 13F filing for Q1 2024, filed 23 Apr 2024.