Evoke Wealth’s Macy's M Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-171	Closed	-$3K	–	814
2022 Q3	$3K	Hold	171	–	–	﹤0.01%	977
2022 Q2	$3K	Hold	171	–	–	﹤0.01%	991
2022 Q1	$4K	Hold	171	–	–	﹤0.01%	956
2021 Q4	$5K	Hold	171	–	–	﹤0.01%	898
2021 Q3	$3K	Hold	171	–	–	﹤0.01%	953
2021 Q2	$3K	Hold	171	–	–	﹤0.01%	991
2021 Q1	$3K	Hold	171	–	–	﹤0.01%	961
2020 Q4	$2K	Hold	171	–	–	﹤0.01%	895
2020 Q3	$1K	Hold	171	–	–	﹤0.01%	949
2020 Q2	$1K	Sell	171 -44	-20%	-$271	﹤0.01%	995
2020 Q1	$1.08K	Sell	215 -2,003	-90%	-$27.2K	﹤0.01%	919
2019 Q4	$38.5K	Buy	2,218 +291	+15%	+$4.55K	﹤0.01%	462
2019 Q3	$30.7K	Buy	+1,927	New	+$35.7K	﹤0.01%	560

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Evoke Wealth's M Position: Q4 2022 in Review

Evoke Wealth sold out of Macy's (M) in Q4 2022, closing a stake of 171 shares — an estimated $3K sold.

Evoke Wealth first reported a position in M in Q3 2019 and held it in 13 quarters. The position peaked at $38.5K in Q4 2019. 438 funds tracked by Wall St. Rank hold M as of Q4 2022.

Evoke Wealth reported no remaining Macy's position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 171 Macy's shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in Macy's in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Macy's position peaked at $38.5K in Q4 2019.
438 funds tracked by Wall St. Rank held Macy's as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.