CCM
M icon

Credo Capital Management’s Macy's M Stock Holding History

Credo Capital Management’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
2013
Q4 		$304K Sell
5,699
-11,306
-66% -$548K 1.31% 37
2013
Q3 		$736K Sell
17,005
-36,454
-68% -$1.7M 1.26% 45
2013
Q2 		$2.57M Buy
+53,459
New +$2.48M 1.98% 16

Other funds holding M

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Credo Capital Management's M Position: Q4 2013 in Review

Credo Capital Management reduced its Macy's (M) stake by 66% in Q4 2013, selling an estimated $548K and leaving 5,699 shares worth $304K. The position accounts for 1.31% of the portfolio, ranked #37.

Credo Capital Management first reported a position in M in Q2 2013 and has held it in 3 quarters since. The position peaked at $2.57M in Q2 2013. 630 funds tracked by Wall St. Rank hold M as of Q4 2013.

  • Credo Capital Management held 5,699 shares of Macy's worth $304K as of Q4 2013.
  • Credo Capital Management sold 11,306 Macy's shares in Q4 2013, an estimated $548K.
  • Macy's made up 1.31% of Credo Capital Management's portfolio in Q4 2013, its #37 holding.
  • Credo Capital Management first reported a position in Macy's in Q2 2013 and has held it in 3 quarters since.
  • Credo Capital Management's Macy's position peaked at $2.57M in Q2 2013.
  • 630 funds tracked by Wall St. Rank held Macy's as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.