Bartlett & Co’s Macerich MAC Stock Holding History

Bartlett & Co’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	$319K	Hold	20,000	–	–	0.01%	405
2023 Q3	$218K	Hold	20,000	–	–	﹤0.01%	433
2023 Q2	$225K	Hold	20,000	–	–	﹤0.01%	438
2023 Q1	$212K	Hold	20,000	–	–	﹤0.01%	375
2022 Q4	$225K	Hold	20,000	–	–	﹤0.01%	370
2022 Q3	$159K	Hold	20,000	–	–	﹤0.01%	400
2022 Q2	$174K	Hold	20,000	–	–	﹤0.01%	391
2022 Q1	$313K	Hold	20,000	–	–	0.01%	340
2021 Q4	$346K	Buy	+20,000	New	+$375K	0.01%	335

Other funds holding MAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co's MAC Position: Q4 2023 in Review

Bartlett & Co held its Macerich (MAC) position steady in Q4 2023 at 20,000 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #405.

Bartlett & Co first reported a position in MAC in Q4 2021 and has held it in 9 quarters since. The position peaked at $346K in Q4 2021. 273 funds tracked by Wall St. Rank hold MAC as of Q4 2023.

Bartlett & Co held 20,000 shares of Macerich worth $319K as of Q4 2023.
Bartlett & Co left its Macerich share count unchanged in Q4 2023.
Macerich made up 0.01% of Bartlett & Co's portfolio in Q4 2023, its #405 holding.
Bartlett & Co first reported a position in Macerich in Q4 2021 and has held it in 9 quarters since.
Bartlett & Co's Macerich position peaked at $346K in Q4 2021.
273 funds tracked by Wall St. Rank held Macerich as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.