Cascadia Advisory Services’s Macy's M Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$290K	Buy	+17,054	New	+$267K	0.08%	176

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cascadia Advisory Services's M Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Macy's (M) in Q4 2019: 17,054 shares worth $290K. The stake represents 0.08% of the portfolio and ranks #176 among its holdings.

482 funds tracked by Wall St. Rank hold M as of Q4 2019.

Cascadia Advisory Services held 17,054 shares of Macy's worth $290K as of Q4 2019.
Macy's was a new Cascadia Advisory Services position in Q4 2019.
Macy's made up 0.08% of Cascadia Advisory Services's portfolio in Q4 2019, its #176 holding.
482 funds tracked by Wall St. Rank held Macy's as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.