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Wintrust Investments’s Caleres CAL Stock Holding History

Wintrust Investments’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-39,997
Closed -$865K – 428
2023
Q1 		$865K Hold
39,997
– – 0.11% 147
2022
Q4 		$891K Hold
39,997
– – 0.12% 152
2022
Q3 		$969K Sell
39,997
-310
-0.8% -$8.2K 0.12% 147
2022
Q2 		$1.06M Sell
40,307
-1,428
-3% -$35.3K 0.13% 144
2022
Q1 		$807K Sell
41,735
-1,227
-3% -$26.6K 0.08% 193
2021
Q4 		$974K Buy
+42,962
New +$1.02M 0.09% 173
2021
Q3 		– Sell
-50,720
Closed -$1.38M – 288
2021
Q2 		$1.38M Buy
+50,720
New +$1.27M 0.14% 128

Other funds holding CAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wintrust Investments's CAL Position: Q2 2023 in Review

Wintrust Investments sold out of Caleres (CAL) in Q2 2023, closing a stake of 39,997 shares — an estimated $865K sold.

Wintrust Investments first reported a position in CAL in Q2 2021 and held it in 7 quarters. The position peaked at $1.38M in Q2 2021. 165 funds tracked by Wall St. Rank hold CAL as of Q2 2023.

  • Wintrust Investments reported no remaining Caleres position as of Q2 2023 after selling out during the quarter.
  • Wintrust Investments sold 39,997 Caleres shares in Q2 2023, an estimated $865K.
  • Wintrust Investments first reported a position in Caleres in Q2 2021 and held it in 7 quarters.
  • Wintrust Investments's Caleres position peaked at $1.38M in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Caleres as of Q2 2023.

Based on Wintrust Investments's 13F filing for Q2 2023, filed 10 Aug 2023.