AG
M icon

Advisor Group’s Macy's M Stock Holding History

Advisor Group’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$6K – 5171
2018
Q3 		$6K Hold
50
– – ﹤0.01% 4516
2018
Q2 		$21K Buy
+50
New +$1.68K ﹤0.01% 3686

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Group's M Position: Q4 2019 in Review

Advisor Group increased its Macy's (M) stake by 49% in Q4 2019, buying an estimated $515K and bringing the position to 100,380 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #887.

Advisor Group first reported a position in M in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.37M in Q3 2018. 482 funds tracked by Wall St. Rank hold M as of Q4 2019.

  • Advisor Group held 100,380 shares of Macy's worth $1.71M as of Q4 2019.
  • Advisor Group bought 32,938 Macy's shares in Q4 2019, an estimated $515K.
  • Macy's made up 0.01% of Advisor Group's portfolio in Q4 2019, its #887 holding.
  • Advisor Group first reported a position in Macy's in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Macy's position peaked at $5.37M in Q3 2018.
  • 482 funds tracked by Wall St. Rank held Macy's as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.