Harel Insurance Investments & Financial Services’s Macy's M Stock Holding History

Harel Insurance Investments & Financial Services’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
2023 Q2	–	Sell	-5,000	Closed	-$85K	–	756
2023 Q1	$85K	Sell	5,000 -5,000	-50%	-$106K	﹤0.01%	424
2022 Q4	$204K	Sell	10,000 -8,000	-44%	-$164K	﹤0.01%	281
2022 Q3	$285K	Sell	18,000 -23,550	-57%	-$417K	0.01%	268
2022 Q2	$764K	Sell	41,550 -62,000	-60%	-$1.4M	0.02%	205
2022 Q1	$2.52M	Buy	103,550 +36,387	+54%	+$932K	0.04%	134
2021 Q4	$1.8M	Sell	67,163 -60,837	-48%	-$1.66M	0.03%	127
2021 Q3	$2.89M	Buy	+128,000	New	+$2.56M	0.08%	84
2016 Q4	–	Sell	-590	Closed	-$22K	–	413
2016 Q3	$22K	Buy	590 +320	+119%	+$11.6K	﹤0.01%	300
2016 Q2	$9K	Sell	270 -130	-33%	-$4.66K	﹤0.01%	567
2016 Q1	$18K	Buy	+400	New	+$16.5K	﹤0.01%	290

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Harel Insurance Investments & Financial Services's M Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of Macy's (M) in Q2 2023, closing a stake of 5,000 shares — an estimated $85K sold.

Harel Insurance Investments & Financial Services first reported a position in M in Q1 2016 and held it in 10 quarters. The position peaked at $2.89M in Q3 2021. 376 funds tracked by Wall St. Rank hold M as of Q2 2023.

Harel Insurance Investments & Financial Services reported no remaining Macy's position as of Q2 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 5,000 Macy's shares in Q2 2023, an estimated $85K.
Harel Insurance Investments & Financial Services first reported a position in Macy's in Q1 2016 and held it in 10 quarters.
Harel Insurance Investments & Financial Services's Macy's position peaked at $2.89M in Q3 2021.
376 funds tracked by Wall St. Rank held Macy's as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.