Moran Wealth Management’s Caleres CAL Stock Holding History

Moran Wealth Management’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 Q4	–	Sell	-93,505	Closed	-$3.09M	–	418
2024 Q3	$3.09M	Buy	93,505 +183	+0.2%	+$6.64K	0.1%	223
2024 Q2	$3.14M	Buy	+93,322	New	+$3.36M	0.1%	215

Other funds holding CAL

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Moran Wealth Management's CAL Position: Q4 2024 in Review

Moran Wealth Management sold out of Caleres (CAL) in Q4 2024, closing a stake of 93,505 shares — an estimated $3.09M sold.

Moran Wealth Management first reported a position in CAL in Q2 2024 and held it in 2 quarters. The position peaked at $3.14M in Q2 2024. 200 funds tracked by Wall St. Rank hold CAL as of Q4 2024.

Moran Wealth Management reported no remaining Caleres position as of Q4 2024 after selling out during the quarter.
Moran Wealth Management sold 93,505 Caleres shares in Q4 2024, an estimated $3.09M.
Moran Wealth Management first reported a position in Caleres in Q2 2024 and held it in 2 quarters.
Moran Wealth Management's Caleres position peaked at $3.14M in Q2 2024.
200 funds tracked by Wall St. Rank held Caleres as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.