GWM
M icon

Graybill Wealth Management’s Macy's M Stock Holding History

Graybill 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
2020
Q4 		– Sell
-14,200
Closed -$81K – 52
2020
Q3 		$81K Hold
14,200
– – 0.05% 53
2020
Q2 		$98K Hold
14,200
– – 0.07% 52
2020
Q1 		$70K Sell
14,200
-1,000
-7% -$13.6K 0.06% 49
2019
Q4 		$258K Sell
15,200
-200
-1% -$3.13K 0.16% 49
2019
Q3 		$239K Buy
+15,400
New +$285K 0.16% 50

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Graybill Wealth Management's M Position: Q4 2020 in Review

Graybill Wealth Management sold out of Macy's (M) in Q4 2020, closing a stake of 14,200 shares — an estimated $81K sold.

Graybill Wealth Management first reported a position in M in Q3 2019 and held it in 5 quarters. The position peaked at $258K in Q4 2019. 373 funds tracked by Wall St. Rank hold M as of Q4 2020.

  • Graybill Wealth Management reported no remaining Macy's position as of Q4 2020 after selling out during the quarter.
  • Graybill Wealth Management sold 14,200 Macy's shares in Q4 2020, an estimated $81K.
  • Graybill Wealth Management first reported a position in Macy's in Q3 2019 and held it in 5 quarters.
  • Graybill Wealth Management's Macy's position peaked at $258K in Q4 2019.
  • 373 funds tracked by Wall St. Rank held Macy's as of Q4 2020.

Based on Graybill Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.