IFAM
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Institutional & Family Asset Management’s Macy's M Stock Holding History

Institutional & Family Asset 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
2020
Q2 		– Sell
-201
Closed -$1K – 883
2020
Q1 		$1K Buy
201
+1
+0.5% +$14 ﹤0.01% 754
2019
Q4 		$3K Buy
+200
New +$3.13K ﹤0.01% 673

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Institutional & Family Asset Management's M Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of Macy's (M) in Q2 2020, closing a stake of 201 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in M in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 376 funds tracked by Wall St. Rank hold M as of Q2 2020.

  • Institutional & Family Asset Management reported no remaining Macy's position as of Q2 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 201 Macy's shares in Q2 2020, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Macy's in Q4 2019 and held it in 2 quarters.
  • Institutional & Family Asset Management's Macy's position peaked at $3K in Q4 2019.
  • 376 funds tracked by Wall St. Rank held Macy's as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.