Lee Financial’s Callaway Golf Company CALY Stock Holding History

Lee Financial’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
2023 Q1	–	Sell	-1,058	Closed	-$20.9K	–	897
2022 Q4	$20.9K	Buy	+1,058	New	+$20.8K	﹤0.01%	337

Other funds holding CALY

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Lee Financial's CALY Position: Q1 2023 in Review

Lee Financial sold out of Callaway Golf Company (CALY) in Q1 2023, closing a stake of 1,058 shares — an estimated $20.9K sold.

Lee Financial first reported a position in CALY in Q4 2022 and held it in 1 quarter. The position peaked at $20.9K in Q4 2022. 333 funds tracked by Wall St. Rank hold CALY as of Q1 2023.

Lee Financial reported no remaining Callaway Golf Company position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 1,058 Callaway Golf Company shares in Q1 2023, an estimated $20.9K.
Lee Financial first reported a position in Callaway Golf Company in Q4 2022 and held it in 1 quarter.
Lee Financial's Callaway Golf Company position peaked at $20.9K in Q4 2022.
333 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.