S
CALY

Surevest’s Callaway Golf Company CALY Stock Holding History

Surevest’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
2022
Q3 		$14K Hold
750
– – ﹤0.01% 264
2022
Q2 		$15K Hold
750
– – ﹤0.01% 284
2022
Q1 		$18K Buy
+750
New +$18.2K ﹤0.01% 251

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Surevest's CALY Position: Q3 2022 in Review

Surevest held its Callaway Golf Company (CALY) position steady in Q3 2022 at 750 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Surevest first reported a position in CALY in Q1 2022 and has held it in 3 quarters since. The position peaked at $18K in Q1 2022. 314 funds tracked by Wall St. Rank hold CALY as of Q3 2022.

  • Surevest held 750 shares of Callaway Golf Company worth $14K as of Q3 2022.
  • Surevest left its Callaway Golf Company share count unchanged in Q3 2022.
  • Callaway Golf Company made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #264 holding.
  • Surevest first reported a position in Callaway Golf Company in Q1 2022 and has held it in 3 quarters since.
  • Surevest's Callaway Golf Company position peaked at $18K in Q1 2022.
  • 314 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2022.

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