Prudent Man Advisors’s Callaway Golf Company CALY Stock Holding History

Prudent Man 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	-10,242	Closed	-$157K	–	188
2024 Q2	$157K	Buy	+10,242	New	+$160K	0.06%	167
2021 Q4	–	Sell	-8,238	Closed	-$228K	–	199
2021 Q3	$228K	Sell	8,238 -15	-0.2%	-$456	0.09%	181
2021 Q2	$278K	Hold	8,253	–	–	0.11%	153
2021 Q1	$221K	Buy	+8,253	New	+$233K	0.09%	180

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

Prudent Man Advisors's CALY Position: Q3 2024 in Review

Prudent Man Advisors sold out of Callaway Golf Company (CALY) in Q3 2024, closing a stake of 10,242 shares — an estimated $157K sold.

Prudent Man Advisors first reported a position in CALY in Q1 2021 and held it in 4 quarters. The position peaked at $278K in Q2 2021. 295 funds tracked by Wall St. Rank hold CALY as of Q3 2024.

Prudent Man Advisors reported no remaining Callaway Golf Company position as of Q3 2024 after selling out during the quarter.
Prudent Man Advisors sold 10,242 Callaway Golf Company shares in Q3 2024, an estimated $157K.
Prudent Man Advisors first reported a position in Callaway Golf Company in Q1 2021 and held it in 4 quarters.
Prudent Man Advisors's Callaway Golf Company position peaked at $278K in Q2 2021.
295 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2024.

Based on Prudent Man Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.