PS
CALY

Planned Solutions’s Callaway Golf Company CALY Stock Holding History

Planned Solutions’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
Q4 		– Sell
-15
Closed -$165 – 429
2024
Q3 		$165 Buy
+15
New +$189 ﹤0.01% 636
2024
Q1 		– Sell
-15
Closed -$215 – 368
2023
Q4 		$215 Buy
+15
New +$193 ﹤0.01% 563
2021
Q1 		– Sell
-200
Closed -$5K – 278
2020
Q4 		$5K Hold
200
– – ﹤0.01% 387
2020
Q3 		$4K Buy
+200
New +$3.76K ﹤0.01% 290

Other funds holding CALY

BlackRock
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
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planned Solutions's CALY Position: Q4 2024 in Review

Planned Solutions sold out of Callaway Golf Company (CALY) in Q4 2024, closing a stake of 15 shares — an estimated $165 sold.

Planned Solutions first reported a position in CALY in Q3 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 291 funds tracked by Wall St. Rank hold CALY as of Q4 2024.

  • Planned Solutions reported no remaining Callaway Golf Company position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 15 Callaway Golf Company shares in Q4 2024, an estimated $165.
  • Planned Solutions first reported a position in Callaway Golf Company in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Callaway Golf Company position peaked at $5K in Q4 2020.
  • 291 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.