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 $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

Bedel Financial Consulting's M Position: Q4 2021 in Review

Bedel Financial Consulting sold out of Macy's (M) in Q4 2021, closing a stake of 124 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in M in Q1 2018 and held it in 15 quarters. The position peaked at $8K in Q4 2019. 428 funds tracked by Wall St. Rank hold M as of Q4 2021.

Bedel Financial Consulting reported no remaining Macy's position as of Q4 2021 after selling out during the quarter.
Bedel Financial Consulting sold 124 Macy's shares in Q4 2021, an estimated $3K.
Bedel Financial Consulting first reported a position in Macy's in Q1 2018 and held it in 15 quarters.
Bedel Financial Consulting's Macy's position peaked at $8K in Q4 2019.
428 funds tracked by Wall St. Rank held Macy's as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.