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Independent Financial Group’s Macy's M Stock Holding History

Independent Financial Group’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
-22,300
Closed -$127K – 589
2020
Q3 		$127K Sell
22,300
-4,850
-18% -$32.3K 0.02% 483
2020
Q2 		$187K Buy
+27,150
New +$167K 0.04% 425

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 $3.38T AUM 44.17% 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

Independent Financial Group's M Position: Q4 2020 in Review

Independent Financial Group sold out of Macy's (M) in Q4 2020, closing a stake of 22,300 shares — an estimated $127K sold.

Independent Financial Group first reported a position in M in Q2 2020 and held it in 2 quarters. The position peaked at $187K in Q2 2020. 373 funds tracked by Wall St. Rank hold M as of Q4 2020.

  • Independent Financial Group reported no remaining Macy's position as of Q4 2020 after selling out during the quarter.
  • Independent Financial Group sold 22,300 Macy's shares in Q4 2020, an estimated $127K.
  • Independent Financial Group first reported a position in Macy's in Q2 2020 and held it in 2 quarters.
  • Independent Financial Group's Macy's position peaked at $187K in Q2 2020.
  • 373 funds tracked by Wall St. Rank held Macy's as of Q4 2020.

Based on Independent Financial Group's 13F filing for Q4 2020, filed 15 Jun 2026.