GI
CALY

Gradient Investments’s Callaway Golf Company CALY Stock Holding History

Gradient Investments’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-170
Closed -$2.6K – 918
2024
Q2 		$2.6K Buy
+170
New +$2.66K ﹤0.01% 948
2023
Q4 		– Sell
-10
Closed -$138 – 1885
2023
Q3 		$138 Hold
10
– – ﹤0.01% 1696
2023
Q2 		$199 Hold
10
– – ﹤0.01% 1639
2023
Q1 		$216 Hold
10
– – ﹤0.01% 1380
2022
Q4 		$198 Hold
10
– – ﹤0.01% 1386
2022
Q3 		$0 Buy
+10
New +$221 ﹤0.01% 1469
2021
Q2 		– Sell
-245
Closed -$7K – 1221
2021
Q1 		$7K Buy
+245
New +$6.93K ﹤0.01% 832

Other funds holding CALY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's CALY Position: Q3 2024 in Review

Gradient Investments sold out of Callaway Golf Company (CALY) in Q3 2024, closing a stake of 170 shares — an estimated $2.6K sold.

Gradient Investments first reported a position in CALY in Q1 2021 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 295 funds tracked by Wall St. Rank hold CALY as of Q3 2024.

  • Gradient Investments reported no remaining Callaway Golf Company position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 170 Callaway Golf Company shares in Q3 2024, an estimated $2.6K.
  • Gradient Investments first reported a position in Callaway Golf Company in Q1 2021 and held it in 7 quarters.
  • Gradient Investments's Callaway Golf Company position peaked at $7K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2024.

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