IMS Capital Management’s Macy's M Stock Holding History

IMS Capital 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
2023 Q1	–	Sell	-12,400	Closed	-$256K	–	146
2022 Q4	$256K	Buy	+12,400	New	+$254K	0.16%	119

Other funds holding M

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IMS Capital Management's M Position: Q1 2023 in Review

IMS Capital Management sold out of Macy's (M) in Q1 2023, closing a stake of 12,400 shares — an estimated $256K sold.

IMS Capital Management first reported a position in M in Q4 2022 and held it in 1 quarter. The position peaked at $256K in Q4 2022. 423 funds tracked by Wall St. Rank hold M as of Q1 2023.

IMS Capital Management reported no remaining Macy's position as of Q1 2023 after selling out during the quarter.
IMS Capital Management sold 12,400 Macy's shares in Q1 2023, an estimated $256K.
IMS Capital Management first reported a position in Macy's in Q4 2022 and held it in 1 quarter.
IMS Capital Management's Macy's position peaked at $256K in Q4 2022.
423 funds tracked by Wall St. Rank held Macy's as of Q1 2023.

Based on IMS Capital Management's 13F filing for Q1 2023, filed 14 Sep 2023.