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Enlightenment Research’s Macy's M Stock Holding History

Enlightenment Research’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
2021
Q3 		– Sell
-12,100
Closed -$229K – 173
2021
Q2 		$229K Sell
12,100
-100
-0.8% -$1.77K 0.29% 106
2021
Q1 		$198K Buy
12,200
+1,600
+15% +$24.4K 0.24% 129
2020
Q4 		$119K Buy
+10,600
New +$90.7K 0.17% 83

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Enlightenment Research's M Position: Q3 2021 in Review

Enlightenment Research sold out of Macy's (M) in Q3 2021, closing a stake of 12,100 shares — an estimated $229K sold.

Enlightenment Research first reported a position in M in Q4 2020 and held it in 3 quarters. The position peaked at $229K in Q2 2021. 389 funds tracked by Wall St. Rank hold M as of Q3 2021.

  • Enlightenment Research reported no remaining Macy's position as of Q3 2021 after selling out during the quarter.
  • Enlightenment Research sold 12,100 Macy's shares in Q3 2021, an estimated $229K.
  • Enlightenment Research first reported a position in Macy's in Q4 2020 and held it in 3 quarters.
  • Enlightenment Research's Macy's position peaked at $229K in Q2 2021.
  • 389 funds tracked by Wall St. Rank held Macy's as of Q3 2021.

Based on Enlightenment Research's 13F filing for Q3 2021, filed 15 Nov 2021.