SFG
CALY

Steward Financial Group’s Callaway Golf Company CALY Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+119
New +$2.09K ﹤0.01% 1205
2022
Q3 		– Sell
-21
Closed – – 838
2022
Q2 		$0 Buy
+21
New +$451 ﹤0.01% 1215

Other funds holding CALY

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Steward Financial Group opened a new position in Callaway Golf Company (CALY) in Q3 2023: 119 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CALY as recently as Q2 2022.

Steward Financial Group first reported a position in CALY in Q2 2022 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold CALY as of Q3 2023.

  • Steward Financial Group held 119 shares of Callaway Golf Company worth $1K as of Q3 2023.
  • Callaway Golf Company was a new Steward Financial Group position in Q3 2023.
  • Callaway Golf Company made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1205 holding.
  • Steward Financial Group first reported a position in Callaway Golf Company in Q2 2022 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2023.

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