| Quarter | Score |
|---|---|
| 2013-Q2 | 49.6 |
| 2013-Q3 | 48.6 |
| 2013-Q4 | 48.9 |
| 2014-Q1 | 48.2 |
| 2014-Q2 | 49.4 |
| 2014-Q3 | 50.6 |
| 2018-Q1 | 48.5 |
| 2018-Q2 | 49.4 |
| 2018-Q3 | 49.5 |
| 2019-Q2 | 48.9 |
| 2022-Q3 | 65.5 |
| 2022-Q4 | 49.1 |
| 2023-Q1 | 49.6 |
| 2023-Q2 | 64.0 |
| 2023-Q3 | 48.0 |
| 2023-Q4 | 66.1 |
| 2024-Q1 | 70.3 |
| 2024-Q2 | 67.5 |
| 2024-Q3 | 66.0 |
| 2024-Q4 | 72.9 |
| 2025-Q1 | 70.1 |
| 2025-Q2 | 70.3 |
| 2025-Q3 | 37.7 |
| 2025-Q4 | 37.0 |
| 2026-Q1 | 37.0 |
| 2026-Q2 | 38.3 |
Active institutional exit or low consensus; avoid or liquidate
Trading 21.7% below funds' estimated purchase price
1 of 16 tracked funds hold CALM. Avg conviction: 1.2%. Net holding. First tracked at $94.10 (current -21.7% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Miller Value Partners | 1.2% | Hold |