Mount Yale Investment Advisors’s Callaway Golf Company CALY Stock Holding History

Mount Yale Investment Advisors’s Portfolio CALY Stock Details CALY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,277	Closed	-$218K	–	584
2024 Q2	$218K	Buy	14,277 +29	+0.2%	+$453	0.02%	503
2024 Q1	$230K	Buy	+14,248	New	+$203K	0.02%	496
2023 Q4	–	Sell	-11,807	Closed	-$163K	–	529
2023 Q3	$163K	Sell	11,807 -299	-2%	-$5.25K	0.02%	481
2023 Q2	$240K	Buy	12,106 +2,170	+22%	+$43.4K	0.03%	433
2023 Q1	$215K	Buy	+9,936	New	+$225K	0.02%	445
2022 Q4	–	Sell	-12,323	Closed	-$237K	–	481
2022 Q3	$237K	Sell	12,323 -131	-1%	-$2.9K	0.03%	387
2022 Q2	$254K	Buy	12,454 +1,133	+10%	+$24.4K	0.03%	393
2022 Q1	$265K	Buy	+11,321	New	+$275K	0.03%	399

Other funds holding CALY

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

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's CALY Position: Q3 2024 in Review

Mount Yale Investment Advisors sold out of Callaway Golf Company (CALY) in Q3 2024, closing a stake of 14,277 shares — an estimated $218K sold.

Mount Yale Investment Advisors first reported a position in CALY in Q1 2022 and held it in 8 quarters. The position peaked at $265K in Q1 2022. 295 funds tracked by Wall St. Rank hold CALY as of Q3 2024.

Mount Yale Investment Advisors reported no remaining Callaway Golf Company position as of Q3 2024 after selling out during the quarter.
Mount Yale Investment Advisors sold 14,277 Callaway Golf Company shares in Q3 2024, an estimated $218K.
Mount Yale Investment Advisors first reported a position in Callaway Golf Company in Q1 2022 and held it in 8 quarters.
Mount Yale Investment Advisors's Callaway Golf Company position peaked at $265K in Q1 2022.
295 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.