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BerganKDV Wealth Management’s Macy's M Stock Holding History

BerganKDV Wealth Management’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
2020
Q4 		– Sell
-100
Closed -$1K – 988
2020
Q3 		$1K Sell
100
-100
-50% -$667 ﹤0.01% 832
2020
Q2 		$1K Buy
200
+168
+525% +$1.03K ﹤0.01% 879
2020
Q1 		$0 Hold
32
– – ﹤0.01% 972
2019
Q4 		$1K Hold
32
– – ﹤0.01% 870
2019
Q3 		$0 Hold
32
– – ﹤0.01% 737
2019
Q2 		$1K Hold
32
– – ﹤0.01% 708
2019
Q1 		$1K Hold
32
– – ﹤0.01% 703
2018
Q4 		$1K Buy
+32
New +$1.05K ﹤0.01% 665

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BerganKDV Wealth Management's M Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Macy's (M) in Q4 2020, closing a stake of 100 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in M in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q3 2020. 373 funds tracked by Wall St. Rank hold M as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Macy's position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 100 Macy's shares in Q4 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Macy's in Q4 2018 and held it in 8 quarters.
  • BerganKDV Wealth Management's Macy's position peaked at $1K in Q3 2020.
  • 373 funds tracked by Wall St. Rank held Macy's as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.