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Berman Capital Advisors’s Macy's M Stock Holding History

Berman Capital Advisors’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
Q3 		$33K Buy
1,493
+200
+15% +$4K 0.01% 832
2021
Q2 		$24K Buy
1,293
+364
+39% +$6.46K ﹤0.01% 841
2021
Q1 		$15K Buy
929
+813
+701% +$12.4K ﹤0.01% 898
2020
Q4 		$1K Hold
116
– – ﹤0.01% 1552
2020
Q3 		$0 Sell
116
-181
-61% -$1.21K ﹤0.01% 1702
2020
Q2 		$2K Sell
297
-49
-14% -$302 ﹤0.01% 1288
2020
Q1 		$1K Buy
346
+228
+193% +$3.09K ﹤0.01% 1326
2019
Q4 		$2K Sell
118
-142
-55% -$2.22K ﹤0.01% 1216
2019
Q3 		$4K Sell
260
-149
-36% -$2.76K ﹤0.01% 1010
2019
Q2 		$8K Buy
409
+22
+6% +$500 ﹤0.01% 815
2019
Q1 		$9K Sell
387
-296
-43% -$7.47K ﹤0.01% 695
2018
Q4 		$19K Buy
+683
New +$22.5K 0.01% 392

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Berman Capital Advisors's M Position: Q3 2021 in Review

Berman Capital Advisors increased its Macy's (M) stake by 15% in Q3 2021, buying an estimated $4K and bringing the position to 1,493 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #832.

Berman Capital Advisors first reported a position in M in Q4 2018 and has held it in 12 quarters since. 390 funds tracked by Wall St. Rank hold M as of Q3 2021.

  • Berman Capital Advisors held 1,493 shares of Macy's worth $33K as of Q3 2021.
  • Berman Capital Advisors bought 200 Macy's shares in Q3 2021, an estimated $4K.
  • Macy's made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #832 holding.
  • Berman Capital Advisors first reported a position in Macy's in Q4 2018 and has held it in 12 quarters since.
  • 390 funds tracked by Wall St. Rank held Macy's as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.