Sittner & Nelson’s Caleres CAL Stock Holding History

Sittner & Nelson’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
2023 Q4	–	Sell	-562	Closed	-$16.2K	–	457
2023 Q3	$16.2K	Hold	562	–	–	0.01%	294
2023 Q2	$13.4K	Hold	562	–	–	0.01%	326
2023 Q1	$12.2K	Hold	562	–	–	0.01%	351
2022 Q4	$12.5K	Hold	562	–	–	0.01%	319
2022 Q3	$14K	Hold	562	–	–	0.01%	295
2022 Q2	$15K	Hold	562	–	–	0.01%	317
2022 Q1	$11K	Hold	562	–	–	0.01%	333
2021 Q4	$13K	Hold	562	–	–	0.01%	317
2021 Q3	$12K	Hold	562	–	–	0.01%	302
2021 Q2	$15K	Hold	562	–	–	0.01%	270
2021 Q1	$12K	Hold	562	–	–	0.01%	280
2020 Q4	$9K	Buy	+562	New	+$6.29K	0.01%	291

Other funds holding CAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sittner & Nelson's CAL Position: Q4 2023 in Review

Sittner & Nelson sold out of Caleres (CAL) in Q4 2023, closing a stake of 562 shares — an estimated $16.2K sold.

Sittner & Nelson first reported a position in CAL in Q4 2020 and held it in 12 quarters. The position peaked at $16.2K in Q3 2023. 188 funds tracked by Wall St. Rank hold CAL as of Q4 2023.

Sittner & Nelson reported no remaining Caleres position as of Q4 2023 after selling out during the quarter.
Sittner & Nelson sold 562 Caleres shares in Q4 2023, an estimated $16.2K.
Sittner & Nelson first reported a position in Caleres in Q4 2020 and held it in 12 quarters.
Sittner & Nelson's Caleres position peaked at $16.2K in Q3 2023.
188 funds tracked by Wall St. Rank held Caleres as of Q4 2023.

Based on Sittner & Nelson's 13F filing for Q4 2023, filed 13 Feb 2024.