Cadence Wealth Management’s Macerich MAC Stock Holding History

Cadence 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
2022 Q4	–	Sell	-11,070	Closed	-$88K	–	30
2022 Q3	$88K	Sell	11,070 -3,659	-25%	-$35.5K	0.08%	28
2022 Q2	$128K	Buy	14,729 +1,046	+8%	+$12.6K	0.13%	33
2022 Q1	$214K	Buy	13,683 +1,498	+12%	+$24K	0.16%	32
2021 Q4	$211K	Buy	12,185 +1,254	+11%	+$23.5K	0.23%	32
2021 Q3	$183K	Buy	10,931 +931	+9%	+$15.8K	0.21%	31
2021 Q2	$183K	Buy	+10,000	New	+$150K	0.15%	33

Other funds holding MAC

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

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cadence Wealth Management's MAC Position: Q4 2022 in Review

Cadence Wealth Management sold out of Macerich (MAC) in Q4 2022, closing a stake of 11,070 shares — an estimated $88K sold.

Cadence Wealth Management first reported a position in MAC in Q2 2021 and held it in 6 quarters. The position peaked at $214K in Q1 2022. 285 funds tracked by Wall St. Rank hold MAC as of Q4 2022.

Cadence Wealth Management reported no remaining Macerich position as of Q4 2022 after selling out during the quarter.
Cadence Wealth Management sold 11,070 Macerich shares in Q4 2022, an estimated $88K.
Cadence Wealth Management first reported a position in Macerich in Q2 2021 and held it in 6 quarters.
Cadence Wealth Management's Macerich position peaked at $214K in Q1 2022.
285 funds tracked by Wall St. Rank held Macerich as of Q4 2022.

Based on Cadence Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.