Mather Group’s Caleres CAL Stock Holding History

Mather Group’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
2025 Q1	–	Sell	-66	Closed	-$1.53K	–	1807
2024 Q4	$1.53K	Hold	66	–	–	﹤0.01%	1570
2024 Q3	$2.18K	Hold	66	–	–	﹤0.01%	1474
2024 Q2	$2.71K	Buy	+66	New	+$2.37K	﹤0.01%	1805

Other funds holding CAL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mather Group's CAL Position: Q1 2025 in Review

Mather Group sold out of Caleres (CAL) in Q1 2025, closing a stake of 66 shares — an estimated $1.53K sold.

Mather Group first reported a position in CAL in Q2 2024 and held it in 3 quarters. The position peaked at $2.71K in Q2 2024. 184 funds tracked by Wall St. Rank hold CAL as of Q1 2025.

Mather Group reported no remaining Caleres position as of Q1 2025 after selling out during the quarter.
Mather Group sold 66 Caleres shares in Q1 2025, an estimated $1.53K.
Mather Group first reported a position in Caleres in Q2 2024 and held it in 3 quarters.
Mather Group's Caleres position peaked at $2.71K in Q2 2024.
184 funds tracked by Wall St. Rank held Caleres as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.