Moneta Group Investment Advisors’s Caleres CAL Stock Holding History

Moneta Group Investment Advisors’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
2024 Q2	–	Sell	-28,033	Closed	-$1.15M	–	612
2024 Q1	$1.15M	Hold	28,033	–	–	0.02%	253
2023 Q4	$861K	Sell	28,033 -1,752	-6%	-$49.4K	0.02%	258
2023 Q3	$857K	Sell	29,785 -3	-0%	-$80	0.02%	238
2023 Q2	$713K	Buy	29,788 +3	+0%	+$67	0.02%	268
2023 Q1	$644K	Buy	29,785 +4,281	+17%	+$103K	0.02%	274
2022 Q4	$664K	Sell	25,504 -4,265	-14%	-$105K	0.02%	256
2022 Q3	$721K	Sell	29,769 -1,519	-5%	-$40.2K	0.03%	218
2022 Q2	$821K	Buy	31,288 +2,731	+10%	+$67.6K	0.03%	233
2022 Q1	$552K	Buy	+28,557	New	+$619K	0.02%	281
2018 Q2	–	Sell	-3,050	Closed	-$102K	–	422
2018 Q1	$102K	Hold	3,050	–	–	0.01%	245
2017 Q4	$102K	Buy	+3,050	New	+$92.6K	0.02%	240
2015 Q4	–	Sell	-1,623	Closed	-$50K	–	179
2015 Q3	$50K	Buy	+1,623	New	+$52.3K	0.01%	229
2014 Q3	–	Sell	-9,494	Closed	-$272K	–	137
2014 Q2	$272K	Buy	+9,494	New	+$248K	0.15%	109

Other funds holding CAL

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Moneta Group Investment Advisors's CAL Position: Q2 2024 in Review

Moneta Group Investment Advisors sold out of Caleres (CAL) in Q2 2024, closing a stake of 28,033 shares — an estimated $1.15M sold.

Moneta Group Investment Advisors first reported a position in CAL in Q2 2014 and held it in 13 quarters. The position peaked at $1.15M in Q1 2024. 205 funds tracked by Wall St. Rank hold CAL as of Q2 2024.

Moneta Group Investment Advisors reported no remaining Caleres position as of Q2 2024 after selling out during the quarter.
Moneta Group Investment Advisors sold 28,033 Caleres shares in Q2 2024, an estimated $1.15M.
Moneta Group Investment Advisors first reported a position in Caleres in Q2 2014 and held it in 13 quarters.
Moneta Group Investment Advisors's Caleres position peaked at $1.15M in Q1 2024.
205 funds tracked by Wall St. Rank held Caleres as of Q2 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.