Ritholtz Wealth Management’s Cal-Maine CALM Stock Holding History

Ritholtz Wealth Management’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Buy	2,709 +53	+2%	+$4.35K	﹤0.01%	1111
2025 Q4	$211K	Sell	2,656 -268	-9%	-$23.5K	﹤0.01%	1045
2025 Q3	$275K	Sell	2,924 -9	-0.3%	-$961	0.01%	872
2025 Q2	$292K	Sell	2,933 -192	-6%	-$18.3K	0.01%	801
2025 Q1	$284K	Sell	3,125 -439	-12%	-$43.3K	0.01%	764
2024 Q4	$367K	Buy	3,564 +668	+23%	+$63K	0.01%	649
2024 Q3	$217K	Buy	+2,896	New	+$200K	0.01%	795
2024 Q2	–	Sell	-3,464	Closed	-$204K	–	827
2024 Q1	$204K	Buy	+3,464	New	+$197K	0.01%	739
2023 Q2	–	Sell	-5,759	Closed	-$351K	–	670
2023 Q1	$351K	Buy	+5,759	New	+$321K	0.02%	480

Other funds holding CALM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return