KCM
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Kennedy Capital Management’s Macy's M Stock Holding History

Kennedy Capital 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
2023
Q4 		– Sell
-243,794
Closed -$2.83M – 699
2023
Q3 		$2.83M Buy
+243,794
New +$3.42M 0.07% 401
2022
Q2 		– Sell
-147,638
Closed -$3.6M – 620
2022
Q1 		$3.6M Sell
147,638
-909
-0.6% -$23.3K 0.09% 368
2021
Q4 		$3.89M Buy
+148,547
New +$4.05M 0.08% 386
2021
Q2 		– Sell
-23,743
Closed -$384K – 654
2021
Q1 		$384K Buy
+23,743
New +$363K 0.01% 629

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Kennedy Capital Management's M Position: Q4 2023 in Review

Kennedy Capital Management sold out of Macy's (M) in Q4 2023, closing a stake of 243,794 shares — an estimated $2.83M sold.

Kennedy Capital Management first reported a position in M in Q1 2021 and held it in 4 quarters. The position peaked at $3.89M in Q4 2021. 412 funds tracked by Wall St. Rank hold M as of Q4 2023.

  • Kennedy Capital Management reported no remaining Macy's position as of Q4 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 243,794 Macy's shares in Q4 2023, an estimated $2.83M.
  • Kennedy Capital Management first reported a position in Macy's in Q1 2021 and held it in 4 quarters.
  • Kennedy Capital Management's Macy's position peaked at $3.89M in Q4 2021.
  • 412 funds tracked by Wall St. Rank held Macy's as of Q4 2023.

Based on Kennedy Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.