WCM Investment Management
CALY

WCM Investment Management’s Callaway Golf Company CALY Stock Holding History

WCM Investment Management’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
2023
Q4 		– Sell
-682,964
Closed -$9.39M – 254
2023
Q3 		$9.39M Buy
682,964
+14,484
+2% +$254K 0.03% 132
2023
Q2 		$13.4M Buy
668,480
+51,601
+8% +$1.03M 0.04% 119
2023
Q1 		$13.3M Buy
616,879
+21,350
+4% +$484K 0.04% 116
2022
Q4 		$11.8M Buy
+595,529
New +$11.7M 0.04% 116
2022
Q3 		– Sell
-594,187
Closed -$12.1M – 199
2022
Q2 		$12.1M Buy
594,187
+39
+0% +$838 0.04% 104
2022
Q1 		$13.9M Buy
594,148
+73,927
+14% +$1.79M 0.04% 104
2021
Q4 		$14.3M Buy
520,221
+36,848
+8% +$1.02M 0.03% 105
2021
Q3 		$13.4M Buy
483,373
+80,211
+20% +$2.44M 0.03% 95
2021
Q2 		$0 Buy
403,162
+162,212
+67% +$5.21M ﹤0.01% 206
2021
Q1 		$0 Buy
+240,950
New +$6.82M ﹤0.01% 202
2020
Q3 		– Sell
-436,613
Closed -$7.64M – 183
2020
Q2 		$7.64M Buy
436,613
+13,776
+3% +$191K 0.03% 91
2020
Q1 		$4.32M Buy
422,837
+117,912
+39% +$2.03M 0.02% 117
2019
Q4 		$6.46M Buy
304,925
+221,380
+265% +$4.53M 0.03% 73
2019
Q3 		$1.62M Sell
83,545
-91
-0.1% -$1.65K 0.01% 86
2019
Q2 		$1.44M Buy
83,636
+25,128
+43% +$415K 0.01% 100
2019
Q1 		$932K Buy
+58,508
New +$963K 0.01% 121

Other funds holding CALY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management's CALY Position: Q4 2023 in Review

WCM Investment Management sold out of Callaway Golf Company (CALY) in Q4 2023, closing a stake of 682,964 shares — an estimated $9.39M sold.

WCM Investment Management first reported a position in CALY in Q1 2019 and held it in 16 quarters. The position peaked at $14.3M in Q4 2021. 311 funds tracked by Wall St. Rank hold CALY as of Q4 2023.

  • WCM Investment Management reported no remaining Callaway Golf Company position as of Q4 2023 after selling out during the quarter.
  • WCM Investment Management sold 682,964 Callaway Golf Company shares in Q4 2023, an estimated $9.39M.
  • WCM Investment Management first reported a position in Callaway Golf Company in Q1 2019 and held it in 16 quarters.
  • WCM Investment Management's Callaway Golf Company position peaked at $14.3M in Q4 2021.
  • 311 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2023.

Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.