GI
CAL icon

Gradient Investments’s Caleres CAL Stock Holding History

Gradient Investments’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12
Closed -$403 – 442
2024
Q2 		$403 Hold
12
– – ﹤0.01% 1209
2024
Q1 		$492 Hold
12
– – ﹤0.01% 1021
2023
Q4 		$369 Hold
12
– – ﹤0.01% 1645
2023
Q3 		$345 Hold
12
– – ﹤0.01% 1620
2023
Q2 		$287 Hold
12
– – ﹤0.01% 1604
2023
Q1 		$260 Buy
+12
New +$288 ﹤0.01% 1348

Other funds holding CAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Gradient Investments's CAL Position: Q3 2024 in Review

Gradient Investments sold out of Caleres (CAL) in Q3 2024, closing a stake of 12 shares — an estimated $403 sold.

Gradient Investments first reported a position in CAL in Q1 2023 and held it in 6 quarters. The position peaked at $492 in Q1 2024. 197 funds tracked by Wall St. Rank hold CAL as of Q3 2024.

  • Gradient Investments reported no remaining Caleres position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 12 Caleres shares in Q3 2024, an estimated $403.
  • Gradient Investments first reported a position in Caleres in Q1 2023 and held it in 6 quarters.
  • Gradient Investments's Caleres position peaked at $492 in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Caleres as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.