MSWM
CALM icon

McGlone Suttner Wealth Management’s Cal-Maine CALM Stock Holding History

McGlone Suttner Wealth Management’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
2024
Q1 		– Sell
-1
Closed -$38 – 264
2023
Q4 		$38 Buy
+1
New +$49 ﹤0.01% 796

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

McGlone Suttner Wealth Management's CALM Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Cal-Maine (CALM) in Q1 2024, closing a stake of 1 share — an estimated $38 sold.

McGlone Suttner Wealth Management first reported a position in CALM in Q4 2023 and held it in 1 quarter. The position peaked at $38 in Q4 2023. 324 funds tracked by Wall St. Rank hold CALM as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Cal-Maine position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1 Cal-Maine share in Q1 2024, an estimated $38.
  • McGlone Suttner Wealth Management first reported a position in Cal-Maine in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Cal-Maine position peaked at $38 in Q4 2023.
  • 324 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.