KIG
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Kovitz Investment Group’s Macy's M Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$1.89M Buy
+53,969
New +$2.34M 0.12% 59

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kovitz Investment Group's M Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in Macy's (M) in Q4 2015: 53,969 shares worth $1.89M. The stake represents 0.12% of the portfolio and ranks #59 among its holdings.

646 funds tracked by Wall St. Rank hold M as of Q4 2015.

  • Kovitz Investment Group held 53,969 shares of Macy's worth $1.89M as of Q4 2015.
  • Macy's was a new Kovitz Investment Group position in Q4 2015.
  • Macy's made up 0.12% of Kovitz Investment Group's portfolio in Q4 2015, its #59 holding.
  • 646 funds tracked by Wall St. Rank held Macy's as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.