HGERS
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Householder Group Estate & Retirement Specialist’s Macy's M Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q1 		– Sell
-1,140
Closed -$22K – 1300
2023
Q4 		$22K Hold
1,140
– – 0.01% 625
2023
Q3 		$13.2K Buy
+1,140
New +$16K ﹤0.01% 725
2023
Q1 		$20K Hold
1,140
– – 0.01% 632
2022
Q4 		$23K Hold
1,140
– – 0.03% 157
2022
Q3 		$17K Buy
+1,140
New +$20.2K 0.01% 611

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's M Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Macy's (M) in Q1 2024, closing a stake of 1,140 shares — an estimated $22K sold.

Householder Group Estate & Retirement Specialist first reported a position in M in Q3 2022 and held it in 5 quarters. The position peaked at $23K in Q4 2022. 424 funds tracked by Wall St. Rank hold M as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Macy's position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,140 Macy's shares in Q1 2024, an estimated $22K.
  • Householder Group Estate & Retirement Specialist first reported a position in Macy's in Q3 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Macy's position peaked at $23K in Q4 2022.
  • 424 funds tracked by Wall St. Rank held Macy's as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.