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Ritholtz Wealth Management’s Caleres CAL Stock Holding History

Ritholtz 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
Q3 		– Sell
-6,803
Closed -$229K – 872
2024
Q2 		$229K Sell
6,803
-1,614
-19% -$58K 0.01% 729
2024
Q1 		$345K Buy
8,417
+1,190
+16% +$41.6K 0.01% 601
2023
Q4 		$222K Buy
+7,227
New +$204K 0.01% 677

Other funds holding CAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ritholtz Wealth Management's CAL Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of Caleres (CAL) in Q3 2024, closing a stake of 6,803 shares — an estimated $229K sold.

Ritholtz Wealth Management first reported a position in CAL in Q4 2023 and held it in 3 quarters. The position peaked at $345K in Q1 2024. 197 funds tracked by Wall St. Rank hold CAL as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining Caleres position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,803 Caleres shares in Q3 2024, an estimated $229K.
  • Ritholtz Wealth Management first reported a position in Caleres in Q4 2023 and held it in 3 quarters.
  • Ritholtz Wealth Management's Caleres position peaked at $345K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Caleres as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.