Claris Advisors’s Macy's M Stock Holding History

Claris 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
2024 Q4	–	Sell	-69	Closed	-$1.08K	–	694
2024 Q3	$1.08K	Buy	+69	New	+$1.12K	﹤0.01%	418

Other funds holding M

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Claris Advisors's M Position: Q4 2024 in Review

Claris Advisors sold out of Macy's (M) in Q4 2024, closing a stake of 69 shares — an estimated $1.08K sold.

Claris Advisors first reported a position in M in Q3 2024 and held it in 1 quarter. The position peaked at $1.08K in Q3 2024. 414 funds tracked by Wall St. Rank hold M as of Q4 2024.

Claris Advisors reported no remaining Macy's position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 69 Macy's shares in Q4 2024, an estimated $1.08K.
Claris Advisors first reported a position in Macy's in Q3 2024 and held it in 1 quarter.
Claris Advisors's Macy's position peaked at $1.08K in Q3 2024.
414 funds tracked by Wall St. Rank held Macy's as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.