SSG
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Summit Securities Group’s Cal-Maine CALM Stock Holding History

Summit Securities 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
2024
Q4 		– Sell
-97
Closed -$7K – 667
2024
Q3 		$7K Buy
+97
New +$6.71K ﹤0.01% 405
2014
Q2 		– Sell
-162
Closed -$5K – 582
2014
Q1 		$5K Buy
+162
New +$4.42K ﹤0.01% 309

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's CALM Position: Q4 2024 in Review

Summit Securities Group sold out of Cal-Maine (CALM) in Q4 2024, closing a stake of 97 shares — an estimated $7K sold.

Summit Securities Group first reported a position in CALM in Q1 2014 and held it in 2 quarters. The position peaked at $7K in Q3 2024. 402 funds tracked by Wall St. Rank hold CALM as of Q4 2024.

  • Summit Securities Group reported no remaining Cal-Maine position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 97 Cal-Maine shares in Q4 2024, an estimated $7K.
  • Summit Securities Group first reported a position in Cal-Maine in Q1 2014 and held it in 2 quarters.
  • Summit Securities Group's Cal-Maine position peaked at $7K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.