GIP
CALX icon

Granite Investment Partners’s Calix CALX Stock Holding History

Granite Investment Partners’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-293,532
Closed -$13.5M – 264
2023
Q3 		$13.5M Buy
293,532
+744
+0.3% +$33.7K 0.56% 65
2023
Q2 		$14.6M Sell
292,788
-2,463
-0.8% -$119K 0.58% 69
2023
Q1 		$15.8M Buy
295,251
+76,900
+35% +$4.19M 0.66% 61
2022
Q4 		$14.9M Buy
+218,351
New +$14.7M 0.62% 59
2017
Q2 		– Sell
-195,582
Closed -$1.42M – 301
2017
Q1 		$1.42M Sell
195,582
-7,153
-4% -$50.7K 0.1% 194
2016
Q4 		$1.56M Sell
202,735
-18,344
-8% -$134K 0.11% 184
2016
Q3 		$1.63M Buy
221,079
+13,280
+6% +$99.5K 0.12% 189
2016
Q2 		$1.44M Buy
+207,799
New +$1.42M 0.11% 191

Other funds holding CALX

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Granite Investment Partners's CALX Position: Q4 2023 in Review

Granite Investment Partners sold out of Calix (CALX) in Q4 2023, closing a stake of 293,532 shares — an estimated $13.5M sold.

Granite Investment Partners first reported a position in CALX in Q2 2016 and held it in 8 quarters. The position peaked at $15.8M in Q1 2023. 263 funds tracked by Wall St. Rank hold CALX as of Q4 2023.

  • Granite Investment Partners reported no remaining Calix position as of Q4 2023 after selling out during the quarter.
  • Granite Investment Partners sold 293,532 Calix shares in Q4 2023, an estimated $13.5M.
  • Granite Investment Partners first reported a position in Calix in Q2 2016 and held it in 8 quarters.
  • Granite Investment Partners's Calix position peaked at $15.8M in Q1 2023.
  • 263 funds tracked by Wall St. Rank held Calix as of Q4 2023.

Based on Granite Investment Partners's 13F filing for Q4 2023, filed 14 Feb 2024.