IAG Wealth Partners’s Macerich MAC Stock Holding History

IAG Wealth Partners’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	-790	Closed	-$7K	–	463
2022 Q2	$7K	Buy	790 +405	+105%	+$4.89K	﹤0.01%	312
2022 Q1	$6K	Hold	385	–	–	﹤0.01%	340
2021 Q4	$7K	Hold	385	–	–	﹤0.01%	329
2021 Q3	$7K	Hold	385	–	–	﹤0.01%	299
2021 Q2	$8K	Hold	385	–	–	﹤0.01%	285
2021 Q1	$5K	Buy	+385	New	+$5.15K	﹤0.01%	312

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

IAG Wealth Partners's MAC Position: Q3 2022 in Review

IAG Wealth Partners sold out of Macerich (MAC) in Q3 2022, closing a stake of 790 shares — an estimated $7K sold.

IAG Wealth Partners first reported a position in MAC in Q1 2021 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 279 funds tracked by Wall St. Rank hold MAC as of Q3 2022.

IAG Wealth Partners reported no remaining Macerich position as of Q3 2022 after selling out during the quarter.
IAG Wealth Partners sold 790 Macerich shares in Q3 2022, an estimated $7K.
IAG Wealth Partners first reported a position in Macerich in Q1 2021 and held it in 6 quarters.
IAG Wealth Partners's Macerich position peaked at $8K in Q2 2021.
279 funds tracked by Wall St. Rank held Macerich as of Q3 2022.

Based on IAG Wealth Partners's 13F filing for Q3 2022, filed 26 Oct 2022.