Kiwi Wealth Investments Limited Partnership’s Macy's M Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q1	–	Sell	-104,205	Closed	-$2.15M	–	202
2022 Q4	$2.15M	Buy	104,205 +30,359	+41%	+$622K	0.14%	138
2022 Q3	$1.35M	Hold	73,846	–	–	0.09%	157
2022 Q2	$1.35M	Buy	+73,846	New	+$1.67M	0.09%	157
2021 Q2	–	Sell	-20,545	Closed	-$333K	–	268
2021 Q1	$333K	Sell	20,545 -95,930	-82%	-$1.46M	0.02%	213
2020 Q4	$1.31M	Buy	116,475 +22,260	+24%	+$190K	0.08%	201
2020 Q3	$537K	Buy	+94,215	New	+$628K	0.04%	230
2017 Q1	–	Sell	-63,927	Closed	-$2.29M	–	172
2016 Q4	$2.29M	Sell	63,927 -6,962	-10%	-$271K	0.2%	116
2016 Q3	$2.63M	Buy	+70,889	New	+$2.57M	0.23%	90

Other funds holding M

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's M Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Macy's (M) in Q1 2023, closing a stake of 104,205 shares — an estimated $2.15M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in M in Q3 2016 and held it in 8 quarters. The position peaked at $2.63M in Q3 2016. 423 funds tracked by Wall St. Rank hold M as of Q1 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Macy's position as of Q1 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 104,205 Macy's shares in Q1 2023, an estimated $2.15M.
Kiwi Wealth Investments Limited Partnership first reported a position in Macy's in Q3 2016 and held it in 8 quarters.
Kiwi Wealth Investments Limited Partnership's Macy's position peaked at $2.63M in Q3 2016.
423 funds tracked by Wall St. Rank held Macy's as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.