Optimize Financial’s Caleres CAL Stock Holding History

Optimize Financial’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
2025 Q1	–	Sell	-13,736	Closed	-$318K	–	233
2024 Q4	$318K	Buy	+13,736	New	+$402K	0.24%	132

Other funds holding CAL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Optimize Financial's CAL Position: Q1 2025 in Review

Optimize Financial sold out of Caleres (CAL) in Q1 2025, closing a stake of 13,736 shares — an estimated $318K sold.

Optimize Financial first reported a position in CAL in Q4 2024 and held it in 1 quarter. The position peaked at $318K in Q4 2024. 184 funds tracked by Wall St. Rank hold CAL as of Q1 2025.

Optimize Financial reported no remaining Caleres position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 13,736 Caleres shares in Q1 2025, an estimated $318K.
Optimize Financial first reported a position in Caleres in Q4 2024 and held it in 1 quarter.
Optimize Financial's Caleres position peaked at $318K in Q4 2024.
184 funds tracked by Wall St. Rank held Caleres as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.