Advisory Research’s Macy's M Stock Holding History

Advisory Research’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
2021 Q4	–	Sell	-17,500	Closed	-$395K	–	368
2021 Q3	$395K	Buy	+17,500	New	+$350K	0.03%	270
2014 Q2	–	Sell	-1,193	Closed	-$71K	–	527
2014 Q1	$71K	Buy	+1,193	New	+$66.3K	﹤0.01%	458

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Advisory Research's M Position: Q4 2021 in Review

Advisory Research sold out of Macy's (M) in Q4 2021, closing a stake of 17,500 shares — an estimated $395K sold.

Advisory Research first reported a position in M in Q1 2014 and held it in 2 quarters. The position peaked at $395K in Q3 2021. 428 funds tracked by Wall St. Rank hold M as of Q4 2021.

Advisory Research reported no remaining Macy's position as of Q4 2021 after selling out during the quarter.
Advisory Research sold 17,500 Macy's shares in Q4 2021, an estimated $395K.
Advisory Research first reported a position in Macy's in Q1 2014 and held it in 2 quarters.
Advisory Research's Macy's position peaked at $395K in Q3 2021.
428 funds tracked by Wall St. Rank held Macy's as of Q4 2021.

Based on Advisory Research's 13F filing for Q4 2021, filed 11 Feb 2022.