Sterling Investment Advisors (Pennsylvania)’s Callaway Golf Company CALY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-100	Closed	-$2K	–	348
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	505
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	538
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	519
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	518
2021 Q2	$3K	Buy	100 +40	+67%	+$1.29K	﹤0.01%	486
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	488
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	435
2020 Q3	$1K	Buy	+60	New	+$1.13K	﹤0.01%	419

Other funds holding CALY

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s CALY Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Callaway Golf Company (CALY) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CALY in Q3 2020 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 314 funds tracked by Wall St. Rank hold CALY as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Callaway Golf Company position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 100 Callaway Golf Company shares in Q3 2022, an estimated $2K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Callaway Golf Company in Q3 2020 and held it in 8 quarters.
Sterling Investment Advisors (Pennsylvania)'s Callaway Golf Company position peaked at $3K in Q4 2021.
314 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.