Fortis Advisors’s Macy's M Stock Holding History

Fortis Advisors’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
2020 Q2	–	Sell	-7,770	Closed	-$38K	–	255
2020 Q1	$38K	Sell	7,770 -386	-5%	-$5.23K	0.03%	194
2019 Q4	$139K	Hold	8,156	–	–	0.08%	158
2019 Q3	$127K	Sell	8,156 -121	-1%	-$2.24K	0.06%	166
2019 Q2	$178K	Hold	8,277	–	–	0.09%	129
2019 Q1	$199K	Buy	8,277 +2,216	+37%	+$56K	0.1%	117
2018 Q4	$180K	Buy	6,061 +5,217	+618%	+$172K	0.11%	100
2018 Q3	$29K	Hold	844	–	–	0.02%	231
2018 Q2	$32K	Hold	844	–	–	0.02%	227
2018 Q1	$25K	Buy	+844	New	+$22.8K	0.01%	200
2017 Q4	–	Sell	-115	Closed	-$3K	–	291
2017 Q3	$3K	Buy	+115	New	+$2.53K	﹤0.01%	269

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Fortis Advisors's M Position: Q2 2020 in Review

Fortis Advisors sold out of Macy's (M) in Q2 2020, closing a stake of 7,770 shares — an estimated $38K sold.

Fortis Advisors first reported a position in M in Q3 2017 and held it in 10 quarters. The position peaked at $199K in Q1 2019. 377 funds tracked by Wall St. Rank hold M as of Q2 2020.

Fortis Advisors reported no remaining Macy's position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 7,770 Macy's shares in Q2 2020, an estimated $38K.
Fortis Advisors first reported a position in Macy's in Q3 2017 and held it in 10 quarters.
Fortis Advisors's Macy's position peaked at $199K in Q1 2019.
377 funds tracked by Wall St. Rank held Macy's as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.