Mesirow Financial Investment Management - Fixed Income’s Calix CALX Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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 Q3	–	Sell	-5,695	Closed	-$194K	–	27
2022 Q2	$194K	Buy	+5,695	New	+$212K	0.02%	119
2022 Q1	–	Sell	-25,200	Closed	-$2.02M	–	129
2021 Q4	$2.02M	Sell	25,200 -15,725	-38%	-$1.03M	0.22%	113
2021 Q3	$2.02M	Hold	40,925	–	–	0.23%	101
2021 Q2	$1.94M	Sell	40,925 -13,845	-25%	-$608K	0.22%	109
2021 Q1	$1.9M	Sell	54,770 -223,525	-80%	-$8.28M	0.22%	111
2020 Q4	$8.28M	Sell	278,295 -55,930	-17%	-$1.38M	1.11%	30
2020 Q3	$5.94M	Buy	+334,225	New	+$6.31M	1.01%	36

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GGHC

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Mesirow Financial Investment Management - Fixed Income's CALX Position: Q3 2022 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Calix (CALX) in Q3 2022, closing a stake of 5,695 shares — an estimated $194K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in CALX in Q3 2020 and held it in 7 quarters. The position peaked at $8.28M in Q4 2020. 231 funds tracked by Wall St. Rank hold CALX as of Q3 2022.

Mesirow Financial Investment Management - Fixed Income reported no remaining Calix position as of Q3 2022 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 5,695 Calix shares in Q3 2022, an estimated $194K.
Mesirow Financial Investment Management - Fixed Income first reported a position in Calix in Q3 2020 and held it in 7 quarters.
Mesirow Financial Investment Management - Fixed Income's Calix position peaked at $8.28M in Q4 2020.
231 funds tracked by Wall St. Rank held Calix as of Q3 2022.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q3 2022, filed 8 Nov 2022.