LPL Financial
CAL icon

LPL Financial’s Caleres CAL Stock Holding History

LPL Financial’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,173
Closed -$308K – 5185
2024
Q2 		$308K Buy
9,173
+2,681
+41% +$96.4K ﹤0.01% 4247
2024
Q1 		$266K Sell
6,492
-3,375
-34% -$118K ﹤0.01% 4296
2023
Q4 		$303K Buy
+9,867
New +$278K ﹤0.01% 4082
2023
Q3 		– Sell
-8,459
Closed -$202K – 4703
2023
Q2 		$202K Buy
+8,459
New +$189K ﹤0.01% 4145
2022
Q4 		– Sell
-10,970
Closed -$266K – 4464
2022
Q3 		$266K Buy
+10,970
New +$290K ﹤0.01% 3701

Other funds holding CAL

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial's CAL Position: Q3 2024 in Review

LPL Financial sold out of Caleres (CAL) in Q3 2024, closing a stake of 9,173 shares — an estimated $308K sold.

LPL Financial first reported a position in CAL in Q3 2022 and held it in 5 quarters. The position peaked at $308K in Q2 2024. 197 funds tracked by Wall St. Rank hold CAL as of Q3 2024.

  • LPL Financial reported no remaining Caleres position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 9,173 Caleres shares in Q3 2024, an estimated $308K.
  • LPL Financial first reported a position in Caleres in Q3 2022 and held it in 5 quarters.
  • LPL Financial's Caleres position peaked at $308K in Q2 2024.
  • 197 funds tracked by Wall St. Rank held Caleres as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.