Bedel Financial Consulting’s Macy's M Stock Holding History

Bedel Financial Consulting’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	-124	Closed	-$3K	–	1045
2021 Q3	$3K	Sell	124 -50	-29%	-$1K	﹤0.01%	846
2021 Q2	$3K	Hold	174	–	–	﹤0.01%	838
2021 Q1	$3K	Sell	174 -325	-65%	-$4.96K	﹤0.01%	809
2020 Q4	$6K	Hold	499	–	–	﹤0.01%	631
2020 Q3	$3K	Hold	499	–	–	﹤0.01%	680
2020 Q2	$3K	Buy	499 +50	+11%	+$308	﹤0.01%	651
2020 Q1	$2K	Hold	449	–	–	﹤0.01%	685
2019 Q4	$8K	Buy	449 +325	+262%	+$5.08K	﹤0.01%	536
2019 Q3	$2K	Hold	124	–	–	﹤0.01%	657
2019 Q2	$3K	Hold	124	–	–	﹤0.01%	619
2019 Q1	$3K	Hold	124	–	–	﹤0.01%	615
2018 Q4	$4K	Hold	124	–	–	﹤0.01%	562
2018 Q3	$4K	Hold	124	–	–	﹤0.01%	568
2018 Q2	$5K	Hold	124	–	–	﹤0.01%	550
2018 Q1	$4K	Buy	+124	New	+$3.35K	﹤0.01%	573

Other funds holding M

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors

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

Geode Capital Management

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

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