Unison Advisors’s Cal-Maine CALM Stock Holding History

Unison Advisors’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
2025 Q4	–	Sell	-10,283	Closed	-$968K	–	181
2025 Q3	$968K	Buy	10,283 +342	+3%	+$36.5K	0.09%	103
2025 Q2	$990K	Buy	9,941 +155	+2%	+$14.8K	0.11%	91
2025 Q1	$890K	Buy	9,786 +86	+0.9%	+$8.49K	0.11%	94
2024 Q4	$998K	Hold	9,700	–	–	0.12%	85
2024 Q3	$726K	Buy	+9,700	New	+$671K	0.09%	128
2022 Q1	–	Sell	-6,954	Closed	-$257K	–	181
2021 Q4	$257K	Hold	6,954	–	–	0.06%	169
2021 Q3	$252K	Buy	6,954 +6	+0.1%	+$214	0.06%	170
2021 Q2	$252K	Hold	6,948	–	–	0.05%	169
2021 Q1	$266K	Hold	6,948	–	–	0.05%	170
2020 Q4	$260K	Hold	6,948	–	–	0.06%	168
2020 Q3	$266K	Hold	6,948	–	–	0.08%	108
2020 Q2	$309K	Hold	6,948	–	–	0.1%	90
2020 Q1	$306K	Hold	6,948	–	–	0.33%	78
2019 Q4	$298K	Hold	6,948	–	–	0.22%	104
2019 Q3	$277K	Buy	6,948 +44	+0.6%	+$1.83K	0.21%	100
2019 Q2	$288K	Buy	6,904 +22	+0.3%	+$905	0.22%	108
2019 Q1	$307K	Buy	6,882 +13	+0.2%	+$566	0.23%	103
2018 Q4	$290K	Buy	6,869 +52	+0.8%	+$2.41K	0.23%	101
2018 Q3	$329K	Hold	6,817	–	–	0.23%	102
2018 Q2	$312K	Hold	6,817	–	–	0.23%	94
2018 Q1	$298K	Hold	6,817	–	–	0.22%	98
2017 Q4	$303K	Buy	+6,817	New	+$304K	0.22%	105

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Unison Advisors's CALM Position: Q4 2025 in Review

Unison Advisors sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 10,283 shares — an estimated $968K sold.

Unison Advisors first reported a position in CALM in Q4 2017 and held it in 22 quarters. The position peaked at $998K in Q4 2024. 463 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

Unison Advisors reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
Unison Advisors sold 10,283 Cal-Maine shares in Q4 2025, an estimated $968K.
Unison Advisors first reported a position in Cal-Maine in Q4 2017 and held it in 22 quarters.
Unison Advisors's Cal-Maine position peaked at $998K in Q4 2024.
463 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Unison Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.