Fortis Group Advisors’s Cal-Maine CALM Stock Holding History

Fortis Group Advisors’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	$1.9K	Hold	24	–	–	﹤0.01%	494
2025 Q4	$1.91K	Hold	24	–	–	﹤0.01%	495
2025 Q3	$2.26K	Hold	24	–	–	﹤0.01%	446
2025 Q2	$2.39K	Hold	24	–	–	﹤0.01%	435
2025 Q1	$2.18K	Hold	24	–	–	﹤0.01%	406
2024 Q4	$2.47K	Hold	24	–	–	﹤0.01%	416
2024 Q3	$1.8K	Hold	24	–	–	﹤0.01%	416
2024 Q2	$1.47K	Hold	24	–	–	﹤0.01%	426
2024 Q1	$1.41K	Sell	24 -24	-50%	-$1.37K	﹤0.01%	448
2023 Q4	$2.75K	Buy	48 +24	+100%	+$1.19K	﹤0.01%	386
2023 Q3	$1.16K	Buy	+24	New	+$1.11K	﹤0.01%	389
2020 Q3	$0	Buy	+24	New	+$1.01K	﹤0.01%	449

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