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

Selective 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
2022 Q4	–	Sell	-300	Closed	-$17K	–	203
2022 Q3	$17K	Hold	300	–	–	0.01%	442
2022 Q2	$15K	Hold	300	–	–	0.01%	506
2022 Q1	$17K	Hold	300	–	–	0.01%	465
2021 Q4	$11K	Hold	300	–	–	﹤0.01%	474
2021 Q3	$11K	Hold	300	–	–	0.01%	426
2021 Q2	$11K	Hold	300	–	–	0.01%	328
2021 Q1	$12K	Hold	300	–	–	0.01%	232
2020 Q4	$11K	Hold	300	–	–	0.01%	233
2020 Q3	$12K	Hold	300	–	–	0.01%	188
2020 Q2	$13K	Hold	300	–	–	0.01%	214
2020 Q1	$13K	Hold	300	–	–	0.02%	135
2019 Q4	$13K	Hold	300	–	–	0.02%	145
2019 Q3	$12K	Buy	+300	New	+$12.5K	0.02%	158
2018 Q3	$14K	Buy	+300	New	+$14.3K	0.17%	69

Other funds holding CALM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Trust Advisors

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

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return