Bull Oak Capital’s Macy's M Stock Holding History

Bull Oak Capital’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
2023 Q4	–	Sell	-2,237	Closed	-$32.4K	–	58
2023 Q3	$26K	Buy	+2,237	New	+$31.3K	0.03%	28

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bull Oak Capital's M Position: Q4 2023 in Review

Bull Oak Capital sold out of Macy's (M) in Q4 2023, closing a stake of 2,237 shares — an estimated $32.4K sold.

Bull Oak Capital first reported a position in M in Q3 2023 and held it in 1 quarter. The position peaked at $26K in Q3 2023. 412 funds tracked by Wall St. Rank hold M as of Q4 2023.

Bull Oak Capital reported no remaining Macy's position as of Q4 2023 after selling out during the quarter.
Bull Oak Capital sold 2,237 Macy's shares in Q4 2023, an estimated $32.4K.
Bull Oak Capital first reported a position in Macy's in Q3 2023 and held it in 1 quarter.
Bull Oak Capital's Macy's position peaked at $26K in Q3 2023.
412 funds tracked by Wall St. Rank held Macy's as of Q4 2023.

Based on Bull Oak Capital's 13F filing for Q4 2023, filed 29 Jan 2024.