JAM
M icon

Jupiter Asset Management’s Macy's M Stock Holding History

Jupiter 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
2024
Q4 		– Sell
-686,381
Closed -$10.8M – 437
2024
Q3 		$10.8M Buy
+686,381
New +$11.1M 0.09% 215
2023
Q2 		– Sell
-930,699
Closed -$16.3M – 542
2023
Q1 		$16.3M Buy
+930,699
New +$19.7M 0.22% 140
2022
Q4 		– Sell
-1,303,874
Closed -$20.4M – 521
2022
Q3 		$20.4M Buy
1,303,874
+829,417
+175% +$14.7M 0.32% 87
2022
Q2 		$8.71M Sell
474,457
-89,067
-16% -$2.02M 0.12% 195
2022
Q1 		$13.7M Buy
563,524
+258,585
+85% +$6.63M 0.16% 168
2021
Q4 		$8.19M Buy
+304,939
New +$8.32M 0.09% 224

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Asset Management's M Position: Q4 2024 in Review

Jupiter Asset Management sold out of Macy's (M) in Q4 2024, closing a stake of 686,381 shares — an estimated $10.8M sold.

Jupiter Asset Management first reported a position in M in Q4 2021 and held it in 6 quarters. The position peaked at $20.4M in Q3 2022. 414 funds tracked by Wall St. Rank hold M as of Q4 2024.

  • Jupiter Asset Management reported no remaining Macy's position as of Q4 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 686,381 Macy's shares in Q4 2024, an estimated $10.8M.
  • Jupiter Asset Management first reported a position in Macy's in Q4 2021 and held it in 6 quarters.
  • Jupiter Asset Management's Macy's position peaked at $20.4M in Q3 2022.
  • 414 funds tracked by Wall St. Rank held Macy's as of Q4 2024.

Based on Jupiter Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.