HGWM
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Harvest Group Wealth Management’s Cal-Maine CALM Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-7
Closed – – 129
2020
Q4 		$0 Buy
7
+3
+75% +$115 ﹤0.01% 660
2020
Q3 		$0 Hold
4
– – ﹤0.01% 607
2020
Q2 		$0 Hold
4
– – ﹤0.01% 519
2020
Q1 		$0 Sell
4
-54
-93% -$2.04K ﹤0.01% 556
2019
Q4 		$2K Buy
58
+32
+123% +$1.33K ﹤0.01% 581
2019
Q3 		$1K Hold
26
– – ﹤0.01% 834
2019
Q2 		$1K Sell
26
-26
-50% -$1.07K ﹤0.01% 673
2019
Q1 		$2K Buy
+52
New +$2.26K ﹤0.01% 589

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Harvest Group Wealth Management's CALM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Cal-Maine (CALM) in Q1 2021, closing a stake of 7 shares.

Harvest Group Wealth Management first reported a position in CALM in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2019. 211 funds tracked by Wall St. Rank hold CALM as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Cal-Maine position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 Cal-Maine shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Cal-Maine in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Cal-Maine position peaked at $2K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.