KFP
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KMG Fiduciary Partners’s Macy's M Stock Holding History

KMG Fiduciary Partners’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
-67,053
Closed -$778K – 240
2023
Q3 		$778K Sell
67,053
-2,729
-4% -$38.2K 0.1% 147
2023
Q2 		$1.12M Buy
69,782
+6,345
+10% +$101K 0.15% 136
2023
Q1 		$1.11M Buy
+63,437
New +$1.34M 0.16% 135

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KMG Fiduciary Partners's M Position: Q4 2023 in Review

KMG Fiduciary Partners sold out of Macy's (M) in Q4 2023, closing a stake of 67,053 shares — an estimated $778K sold.

KMG Fiduciary Partners first reported a position in M in Q1 2023 and held it in 3 quarters. The position peaked at $1.12M in Q2 2023. 412 funds tracked by Wall St. Rank hold M as of Q4 2023.

  • KMG Fiduciary Partners reported no remaining Macy's position as of Q4 2023 after selling out during the quarter.
  • KMG Fiduciary Partners sold 67,053 Macy's shares in Q4 2023, an estimated $778K.
  • KMG Fiduciary Partners first reported a position in Macy's in Q1 2023 and held it in 3 quarters.
  • KMG Fiduciary Partners's Macy's position peaked at $1.12M in Q2 2023.
  • 412 funds tracked by Wall St. Rank held Macy's as of Q4 2023.

Based on KMG Fiduciary Partners's 13F filing for Q4 2023, filed 10 Jan 2024.