JIM
M icon

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

Jupiter Investment 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
2019
Q4 		– Sell
-435,275
Closed -$6.76M – 481
2019
Q3 		$6.76M Buy
435,275
+429,363
+7,263% +$7.95M 0.09% 208
2019
Q2 		$126K Sell
5,912
-80,837
-93% -$1.84M ﹤0.01% 314
2019
Q1 		$2.08M Sell
86,749
-39,550
-31% -$999K 0.02% 219
2018
Q4 		$3.76M Sell
126,299
-2,864
-2% -$94.3K 0.03% 183
2018
Q3 		$4.49M Buy
+129,163
New +$4.81M 0.03% 193
2017
Q2 		– Sell
-16,800
Closed -$497K – 446
2017
Q1 		$497K Buy
16,800
+7,500
+81% +$232K 0.01% 285
2016
Q4 		$333K Buy
+9,300
New +$362K 0.01% 296
2015
Q4 		– Sell
-9,000
Closed -$461K – 337
2015
Q3 		$461K Buy
+9,000
New +$565K 0.01% 257
2015
Q2 		– Sell
-27,400
Closed -$1.78M – 332
2015
Q1 		$1.78M Sell
27,400
-4,200
-13% -$270K 0.06% 157
2014
Q4 		$2.08M Buy
31,600
+6,900
+28% +$417K 0.07% 195
2014
Q3 		$1.44M Buy
24,700
+14,400
+140% +$854K 0.07% 203
2014
Q2 		$597K Sell
10,300
-20,777
-67% -$1.21M 0.03% 266
2014
Q1 		$1.84M Buy
31,077
+29,777
+2,291% +$1.66M 0.12% 180
2013
Q4 		$69K Sell
1,300
-69,400
-98% -$3.36M 0.01% 318
2013
Q3 		$3.06M Buy
70,700
+14,900
+27% +$696K 0.29% 127
2013
Q2 		$2.68M Buy
+55,800
New +$2.59M 0.32% 124

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
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Investment Management's M Position: Q4 2019 in Review

Jupiter Investment Management sold out of Macy's (M) in Q4 2019, closing a stake of 435,275 shares — an estimated $6.76M sold.

Jupiter Investment Management first reported a position in M in Q2 2013 and held it in 16 quarters. The position peaked at $6.76M in Q3 2019. 483 funds tracked by Wall St. Rank hold M as of Q4 2019.

  • Jupiter Investment Management reported no remaining Macy's position as of Q4 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 435,275 Macy's shares in Q4 2019, an estimated $6.76M.
  • Jupiter Investment Management first reported a position in Macy's in Q2 2013 and held it in 16 quarters.
  • Jupiter Investment Management's Macy's position peaked at $6.76M in Q3 2019.
  • 483 funds tracked by Wall St. Rank held Macy's as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.