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BerganKDV Wealth Management’s Macerich MAC Stock Holding History

BerganKDV 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
2021
Q4 		– Sell
-1,360
Closed -$23K – 1100
2021
Q3 		$23K Hold
1,360
– – ﹤0.01% 507
2021
Q2 		$25K Hold
1,360
– – ﹤0.01% 490
2021
Q1 		$16K Hold
1,360
– – ﹤0.01% 518
2020
Q4 		$15K Hold
1,360
– – ﹤0.01% 518
2020
Q3 		$9K Hold
1,360
– – ﹤0.01% 516
2020
Q2 		$12K Buy
1,360
+66
+5% +$511 ﹤0.01% 519
2020
Q1 		$7K Hold
1,294
– – ﹤0.01% 539
2019
Q4 		$35K Buy
+1,294
New +$35.5K 0.01% 381

Other funds holding MAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BerganKDV Wealth Management's MAC Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Macerich (MAC) in Q4 2021, closing a stake of 1,360 shares — an estimated $23K sold.

BerganKDV Wealth Management first reported a position in MAC in Q4 2019 and held it in 8 quarters. The position peaked at $35K in Q4 2019. 313 funds tracked by Wall St. Rank hold MAC as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining Macerich position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,360 Macerich shares in Q4 2021, an estimated $23K.
  • BerganKDV Wealth Management first reported a position in Macerich in Q4 2019 and held it in 8 quarters.
  • BerganKDV Wealth Management's Macerich position peaked at $35K in Q4 2019.
  • 313 funds tracked by Wall St. Rank held Macerich as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.