JWS
CALM icon

Juncture Wealth Strategies’s Cal-Maine CALM Stock Holding History

Juncture Wealth Strategies’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
2019
Q4 		– Sell
-7,500
Closed -$300K – 99
2019
Q3 		$300K Sell
7,500
-1,100
-13% -$45.7K 0.26% 86
2019
Q2 		$359K Buy
8,600
+400
+5% +$16.5K 0.29% 87
2019
Q1 		$366K Buy
8,200
+2,100
+34% +$91.4K 0.28% 91
2018
Q4 		$258K Sell
6,100
-1,200
-16% -$55.6K 0.17% 92
2018
Q3 		$353K Buy
7,300
+100
+1% +$4.78K 0.18% 89
2018
Q2 		$330K Buy
7,200
+1,600
+29% +$77.3K 0.18% 86
2018
Q1 		$245K Buy
+5,600
New +$243K 0.14% 85
2017
Q3 		– Sell
-5,100
Closed -$202K – 85
2017
Q2 		$202K Buy
+5,100
New +$195K 0.12% 84
2017
Q1 		– Sell
-8,000
Closed -$353K – 84
2016
Q4 		$353K Sell
8,000
-9,500
-54% -$378K 0.24% 70
2016
Q3 		$674K Buy
17,500
+500
+3% +$21.5K 0.45% 51
2016
Q2 		$753K Buy
17,000
+8,300
+95% +$391K 0.54% 45
2016
Q1 		$452K Buy
8,700
+3,700
+74% +$185K 0.34% 62
2015
Q4 		$232K Buy
+5,000
New +$269K 0.18% 73

Other funds holding CALM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return