Winton Group’s Calix CALX Stock Holding History

Winton Group’s Portfolio CALX Stock Details CALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Buy	28,459 +7,747	+37%	+$407K	0.05%	414
2025 Q4	$1.1M	Buy	20,712 +2,192	+12%	+$128K	0.04%	451
2025 Q3	$1.14M	Sell	18,520 -6,950	-27%	-$400K	0.04%	406
2025 Q2	$1.35M	Sell	25,470 -9,893	-28%	-$423K	0.07%	331
2025 Q1	$1.25M	Sell	35,363 -206	-0.6%	-$7.64K	0.08%	256
2024 Q4	$1.24M	Buy	35,569 +8,348	+31%	+$294K	0.08%	214
2024 Q3	$1.06M	Buy	27,221 +279	+1%	+$10.3K	0.07%	286
2024 Q2	$955K	Buy	26,942 +733	+3%	+$23.6K	0.06%	267
2024 Q1	$869K	Buy	26,209 +17,814	+212%	+$664K	0.06%	345
2023 Q4	$367K	Buy	8,395 +2,024	+32%	+$80.9K	0.03%	470
2023 Q3	$292K	Buy	+6,371	New	+$288K	0.02%	562
2020 Q2	–	Sell	-13,134	Closed	-$93K	–	1463
2020 Q1	$93K	Sell	13,134 -48,403	-79%	-$408K	﹤0.01%	1331
2019 Q4	$492K	Buy	61,537 +3,727	+6%	+$27.8K	0.01%	1242
2019 Q3	$369K	Buy	+57,810	New	+$364K	﹤0.01%	1197

Other funds holding CALX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return