Lyon Street Capital’s Calix CALX Stock Holding History

Lyon Street Capital’s Portfolio CALX Stock Details CALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8,000	Closed	-$640K	–	90
2021 Q4	$640K	Buy	+8,000	New	+$522K	0.64%	80
2020 Q1	–	Sell	-72,500	Closed	-$580K	–	62
2019 Q4	$580K	Sell	72,500 -80,349	-53%	-$599K	0.99%	45
2019 Q3	$977K	Buy	+152,849	New	+$963K	1.8%	28
2019 Q2	–	Sell	-103,174	Closed	-$794K	–	56
2019 Q1	$794K	Sell	103,174 -262,098	-72%	-$2.31M	2.44%	20
2018 Q4	$3.56M	Buy	365,272 +86,649	+31%	+$754K	3.58%	6
2018 Q3	$2.26M	Buy	278,623 +87,737	+46%	+$670K	1.41%	22
2018 Q2	$1.49M	Buy	190,886 +40,886	+27%	+$288K	0.53%	45
2018 Q1	$1.03M	Buy	+150,000	New	+$968K	0.33%	48

Other funds holding CALX

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lyon Street Capital's CALX Position: Q1 2022 in Review

Lyon Street Capital sold out of Calix (CALX) in Q1 2022, closing a stake of 8,000 shares — an estimated $640K sold.

Lyon Street Capital first reported a position in CALX in Q1 2018 and held it in 8 quarters. The position peaked at $3.56M in Q4 2018. 230 funds tracked by Wall St. Rank hold CALX as of Q1 2022.

Lyon Street Capital reported no remaining Calix position as of Q1 2022 after selling out during the quarter.
Lyon Street Capital sold 8,000 Calix shares in Q1 2022, an estimated $640K.
Lyon Street Capital first reported a position in Calix in Q1 2018 and held it in 8 quarters.
Lyon Street Capital's Calix position peaked at $3.56M in Q4 2018.
230 funds tracked by Wall St. Rank held Calix as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.