AWM
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AE Wealth Management’s Macerich MAC Stock Holding History

AE Wealth Management’s Portfolio MAC Stock Details MAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,770
Closed -$139K – 2127
2023
Q3 		$139K Buy
12,770
+794
+7% +$9.47K ﹤0.01% 1821
2023
Q2 		$135K Buy
11,976
+33
+0.3% +$336 ﹤0.01% 1779
2023
Q1 		$127K Sell
11,943
-747
-6% -$8.87K ﹤0.01% 1771
2022
Q4 		$143K Sell
12,690
-8,788
-41% -$99.2K ﹤0.01% 1700
2022
Q3 		$171K Sell
21,478
-5,329
-20% -$51.8K ﹤0.01% 1624
2022
Q2 		$233K Sell
26,807
-16,182
-38% -$196K ﹤0.01% 1537
2022
Q1 		$672K Sell
42,989
-86,379
-67% -$1.38M ﹤0.01% 1084
2021
Q4 		$2.23M Sell
129,368
-9,101
-7% -$170K 0.02% 666
2021
Q3 		$2.31M Sell
138,469
-21,378
-13% -$363K 0.02% 602
2021
Q2 		$2.92M Sell
159,847
-49,944
-24% -$749K 0.03% 524
2021
Q1 		$2.46M Sell
209,791
-19,987
-9% -$267K 0.02% 518
2020
Q4 		$2.45M Sell
229,778
-29,829
-11% -$271K 0.03% 442
2020
Q3 		$1.76M Buy
259,607
+113,849
+78% +$895K 0.03% 465
2020
Q2 		$1.31M Buy
+145,758
New +$1.13M 0.02% 530

Other funds holding MAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AE Wealth Management's MAC Position: Q4 2023 in Review

AE Wealth Management sold out of Macerich (MAC) in Q4 2023, closing a stake of 12,770 shares — an estimated $139K sold.

AE Wealth Management first reported a position in MAC in Q2 2020 and held it in 14 quarters. The position peaked at $2.92M in Q2 2021. 273 funds tracked by Wall St. Rank hold MAC as of Q4 2023.

  • AE Wealth Management reported no remaining Macerich position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 12,770 Macerich shares in Q4 2023, an estimated $139K.
  • AE Wealth Management first reported a position in Macerich in Q2 2020 and held it in 14 quarters.
  • AE Wealth Management's Macerich position peaked at $2.92M in Q2 2021.
  • 273 funds tracked by Wall St. Rank held Macerich as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.