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Kiwi Wealth Investments Limited Partnership’s Cal-Maine CALM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q3 		– Sell
-14,533
Closed -$654K – 72
2023
Q2 		$654K Hold
14,533
– – 0.04% 177
2023
Q1 		$885K Buy
+14,533
New +$811K 0.06% 150

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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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's CALM Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Cal-Maine (CALM) in Q3 2023, closing a stake of 14,533 shares — an estimated $654K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in CALM in Q1 2023 and held it in 2 quarters. The position peaked at $885K in Q1 2023. 300 funds tracked by Wall St. Rank hold CALM as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Cal-Maine position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 14,533 Cal-Maine shares in Q3 2023, an estimated $654K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Cal-Maine in Q1 2023 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's Cal-Maine position peaked at $885K in Q1 2023.
  • 300 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.