MCC
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Money Concepts Capital’s Caleres CAL Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,000
Closed -$22.3K – 826
2022
Q4 		$22.3K Buy
+1,000
New +$24.5K ﹤0.01% 1625
2022
Q2 		– Sell
-1,000
Closed -$19K – 1610
2022
Q1 		$19K Buy
+1,000
New +$21.7K ﹤0.01% 1628

Other funds holding CAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Money Concepts Capital's CAL Position: Q1 2023 in Review

Money Concepts Capital sold out of Caleres (CAL) in Q1 2023, closing a stake of 1,000 shares — an estimated $22.3K sold.

Money Concepts Capital first reported a position in CAL in Q1 2022 and held it in 2 quarters. The position peaked at $22.3K in Q4 2022. 170 funds tracked by Wall St. Rank hold CAL as of Q1 2023.

  • Money Concepts Capital reported no remaining Caleres position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,000 Caleres shares in Q1 2023, an estimated $22.3K.
  • Money Concepts Capital first reported a position in Caleres in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Caleres position peaked at $22.3K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held Caleres as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.