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Steward Financial Group’s Cal-Maine CALM Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+35
New +$1.63K ﹤0.01% 1107
2022
Q3 		– Sell
-4
Closed – – 265
2022
Q2 		$0 Buy
+4
New +$203 ﹤0.01% 1009

Other funds holding CALM

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Steward Financial Group's CALM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Cal-Maine (CALM) in Q3 2023: 35 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CALM as recently as Q2 2022.

Steward Financial Group first reported a position in CALM in Q2 2022 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold CALM as of Q3 2023.

  • Steward Financial Group held 35 shares of Cal-Maine worth $1K as of Q3 2023.
  • Cal-Maine was a new Steward Financial Group position in Q3 2023.
  • Cal-Maine made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1107 holding.
  • Steward Financial Group first reported a position in Cal-Maine in Q2 2022 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.