MassMutual Private Wealth & Trust’s Cal-Maine CALM Stock Holding History

MassMutual Private Wealth & Trust’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
2026 Q2	$3.54K	Sell	44 -1	-2%	-$77	﹤0.01%	1807
2026 Q1	$3.56K	Buy	45 +2	+5%	+$164	﹤0.01%	1798
2025 Q4	$3.42K	Sell	43 -33	-43%	-$2.9K	﹤0.01%	1828
2025 Q3	$7.15K	Sell	76 -5	-6%	-$534	﹤0.01%	1537
2025 Q2	$8.07K	Buy	81 +9	+13%	+$860	﹤0.01%	1449
2025 Q1	$6.54K	Sell	72 -12	-14%	-$1.19K	﹤0.01%	1471
2024 Q4	$8.64K	Buy	84 +43	+105%	+$4.06K	﹤0.01%	1318
2024 Q3	$3.07K	Hold	41	–	–	﹤0.01%	1536
2024 Q2	$2.51K	Hold	41	–	–	﹤0.01%	1558
2024 Q1	$2.41K	Hold	41	–	–	﹤0.01%	1486
2023 Q4	$2.35K	Buy	41 +20	+95%	+$988	﹤0.01%	1453
2023 Q3	$1.02K	Hold	21	–	–	﹤0.01%	1688
2023 Q2	$945	Buy	+21	New	+$1.04K	﹤0.01%	1670
2023 Q1	–	Sell	-36	Closed	-$2K	–	1822
2022 Q4	$2K	Buy	+36	New	+$2.08K	﹤0.01%	1223
2021 Q4	–	Sell	-29	Closed	-$1K	–	1402
2021 Q3	$1K	Buy	+29	New	+$1.03K	﹤0.01%	1142
2021 Q2	–	Sell	-30	Closed	-$1K	–	1219
2021 Q1	$1K	Buy	+30	New	+$1.18K	﹤0.01%	940
2015 Q2	–	Hold	0	–	–	–	755
2015 Q1	–	Hold	0	–	–	–	745

Other funds holding CALM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return