Evoke Wealth’s Macerich MAC Stock Holding History

Evoke Wealth’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
2022 Q3	–	Sell	-217	Closed	-$2K	–	1220
2022 Q2	$2K	Buy	+217	New	+$2.62K	﹤0.01%	1053
2020 Q4	–	Sell	-459	Closed	-$3K	–	1066
2020 Q3	$3K	Buy	459 +355	+341%	+$2.79K	﹤0.01%	780
2020 Q2	$1K	Sell	104 -25	-19%	-$194	﹤0.01%	997
2020 Q1	$725	Buy	129 +63	+95%	+$1.25K	﹤0.01%	977
2019 Q4	$1.77K	Sell	66 -86	-57%	-$2.36K	﹤0.01%	1092
2019 Q3	$4.83K	Buy	+152	New	+$4.79K	﹤0.01%	1009

Other funds holding MAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

Evoke Wealth's MAC Position: Q3 2022 in Review

Evoke Wealth sold out of Macerich (MAC) in Q3 2022, closing a stake of 217 shares — an estimated $2K sold.

Evoke Wealth first reported a position in MAC in Q3 2019 and held it in 6 quarters. The position peaked at $4.83K in Q3 2019. 279 funds tracked by Wall St. Rank hold MAC as of Q3 2022.

Evoke Wealth reported no remaining Macerich position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 217 Macerich shares in Q3 2022, an estimated $2K.
Evoke Wealth first reported a position in Macerich in Q3 2019 and held it in 6 quarters.
Evoke Wealth's Macerich position peaked at $4.83K in Q3 2019.
279 funds tracked by Wall St. Rank held Macerich as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.