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Sunbelt Securities’s Calumet Specialty Products CLMT Stock Holding History

Sunbelt Securities’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$9.55K – 1718
2023
Q3 		$9.55K Hold
500
– – ﹤0.01% 1161
2023
Q2 		$7.93K Hold
500
– – ﹤0.01% 1231
2023
Q1 		$8.51K Buy
+500
New +$8.88K ﹤0.01% 1179

Other funds holding CLMT

WDOM
Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sunbelt Securities's CLMT Position: Q4 2023 in Review

Sunbelt Securities sold out of Calumet Specialty Products (CLMT) in Q4 2023, closing a stake of 500 shares — an estimated $9.55K sold.

Sunbelt Securities first reported a position in CLMT in Q1 2023 and held it in 3 quarters. The position peaked at $9.55K in Q3 2023. 74 funds tracked by Wall St. Rank hold CLMT as of Q4 2023.

  • Sunbelt Securities reported no remaining Calumet Specialty Products position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 500 Calumet Specialty Products shares in Q4 2023, an estimated $9.55K.
  • Sunbelt Securities first reported a position in Calumet Specialty Products in Q1 2023 and held it in 3 quarters.
  • Sunbelt Securities's Calumet Specialty Products position peaked at $9.55K in Q3 2023.
  • 74 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.