Surevest’s Cal-Maine CALM Stock Holding History

Surevest’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
2022 Q3	–	Sell	-30	Closed	-$1K	–	518
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	461
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	389
2021 Q4	$1K	Buy	+30	New	+$1.09K	﹤0.01%	447

Other funds holding CALM

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Surevest's CALM Position: Q3 2022 in Review

Surevest sold out of Cal-Maine (CALM) in Q3 2022, closing a stake of 30 shares — an estimated $1K sold.

Surevest first reported a position in CALM in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 282 funds tracked by Wall St. Rank hold CALM as of Q3 2022.

Surevest reported no remaining Cal-Maine position as of Q3 2022 after selling out during the quarter.
Surevest sold 30 Cal-Maine shares in Q3 2022, an estimated $1K.
Surevest first reported a position in Cal-Maine in Q4 2021 and held it in 3 quarters.
Surevest's Cal-Maine position peaked at $2K in Q1 2022.
282 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.