Kaizen Advisory’s Macerich MAC Stock Holding History

Kaizen Advisory’s Portfolio MAC Stock Details MAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$11K	Sell	253 -39	-13%	-$1.93K	0.01%	555
2018 Q3	$16K	Hold	292	–	–	0.01%	544
2018 Q2	$17K	Buy	292 +189	+183%	+$10.7K	0.01%	549
2018 Q1	$6K	Hold	103	–	–	0.01%	552
2017 Q4	$7K	Buy	+103	New	+$6.3K	﹤0.01%	537

Other funds holding MAC

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kaizen Advisory's MAC Position: Q4 2018 in Review

Kaizen Advisory reduced its Macerich (MAC) stake by 13% in Q4 2018, selling an estimated $1.93K and leaving 253 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #555.

Kaizen Advisory first reported a position in MAC in Q4 2017 and has held it in 5 quarters since. The position peaked at $17K in Q2 2018. 331 funds tracked by Wall St. Rank hold MAC as of Q4 2018.

Kaizen Advisory held 253 shares of Macerich worth $11K as of Q4 2018.
Kaizen Advisory sold 39 Macerich shares in Q4 2018, an estimated $1.93K.
Macerich made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #555 holding.
Kaizen Advisory first reported a position in Macerich in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Macerich position peaked at $17K in Q2 2018.
331 funds tracked by Wall St. Rank held Macerich as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.