Crewe Advisors’s Macerich MAC Stock Holding History

Crewe Advisors’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
2023 Q4	–	Sell	-11	Closed	-$121	–	585
2023 Q3	$121	Buy	+11	New	+$131	﹤0.01%	536
2023 Q1	–	Sell	-258	Closed	-$2.9K	–	952
2022 Q4	$2.9K	Hold	258	–	–	﹤0.01%	775
2022 Q3	$2K	Hold	258	–	–	﹤0.01%	1054
2022 Q2	$2K	Buy	+258	New	+$3.12K	﹤0.01%	985

Other funds holding MAC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Crewe Advisors's MAC Position: Q4 2023 in Review

Crewe Advisors sold out of Macerich (MAC) in Q4 2023, closing a stake of 11 shares — an estimated $121 sold.

Crewe Advisors first reported a position in MAC in Q2 2022 and held it in 4 quarters. The position peaked at $2.9K in Q4 2022. 273 funds tracked by Wall St. Rank hold MAC as of Q4 2023.

Crewe Advisors reported no remaining Macerich position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 11 Macerich shares in Q4 2023, an estimated $121.
Crewe Advisors first reported a position in Macerich in Q2 2022 and held it in 4 quarters.
Crewe Advisors's Macerich position peaked at $2.9K in Q4 2022.
273 funds tracked by Wall St. Rank held Macerich as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.