EWM
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Evercore Wealth Management’s Macy's M Stock Holding History

Evercore Wealth 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
2019
Q2 		– Sell
-10,113
Closed -$243K – 418
2019
Q1 		$243K Sell
10,113
-279
-3% -$7.05K 0.01% 361
2018
Q4 		$309K Hold
10,392
– – 0.01% 305
2018
Q3 		$361K Buy
10,392
+279
+3% +$10.4K 0.01% 318
2018
Q2 		$379K Sell
10,113
-214
-2% -$7.17K 0.01% 298
2018
Q1 		$307K Sell
10,327
-348
-3% -$9.4K 0.01% 296
2017
Q4 		$269K Hold
10,675
– – 0.01% 319
2017
Q3 		$233K Hold
10,675
– – 0.01% 342
2017
Q2 		$248K Sell
10,675
-300
-3% -$7.69K 0.01% 337
2017
Q1 		$325K Sell
10,975
-1,501
-12% -$46.4K 0.01% 311
2016
Q4 		$447K Sell
12,476
-3,432
-22% -$133K 0.02% 260
2016
Q3 		$589K Sell
15,908
-72
-0.5% -$2.61K 0.02% 230
2016
Q2 		$537K Buy
15,980
+1,781
+13% +$63.8K 0.02% 233
2016
Q1 		$626K Buy
14,199
+1,346
+10% +$55.6K 0.03% 214
2015
Q4 		$450K Sell
12,853
-214
-2% -$9.27K 0.02% 265
2015
Q3 		$669K Sell
13,067
-170
-1% -$10.7K 0.03% 220
2015
Q2 		$893K Sell
13,237
-171
-1% -$11.6K 0.04% 208
2015
Q1 		$868K Buy
13,408
+261
+2% +$16.8K 0.04% 204
2014
Q4 		$865K Sell
13,147
-481
-4% -$29.1K 0.04% 182
2014
Q3 		$792K Sell
13,628
-1,560
-10% -$92.5K 0.04% 205
2014
Q2 		$881K Sell
15,188
-1,106
-7% -$64.2K 0.05% 199
2014
Q1 		$968K Sell
16,294
-5,800
-26% -$322K 0.05% 190
2013
Q4 		$1.18M Sell
22,094
-74,392
-77% -$3.6M 0.07% 175
2013
Q3 		$4.17M Buy
96,486
+107
+0.1% +$5K 0.24% 108
2013
Q2 		$4.63M Buy
+96,379
New +$4.48M 0.26% 102

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evercore Wealth Management's M Position: Q2 2019 in Review

Evercore Wealth Management sold out of Macy's (M) in Q2 2019, closing a stake of 10,113 shares — an estimated $243K sold.

Evercore Wealth Management first reported a position in M in Q2 2013 and held it in 24 quarters. The position peaked at $4.63M in Q2 2013. 525 funds tracked by Wall St. Rank hold M as of Q2 2019.

  • Evercore Wealth Management reported no remaining Macy's position as of Q2 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 10,113 Macy's shares in Q2 2019, an estimated $243K.
  • Evercore Wealth Management first reported a position in Macy's in Q2 2013 and held it in 24 quarters.
  • Evercore Wealth Management's Macy's position peaked at $4.63M in Q2 2013.
  • 525 funds tracked by Wall St. Rank held Macy's as of Q2 2019.

Based on Evercore Wealth Management's 13F filing for Q2 2019, filed 13 Aug 2019.