Lake Street Private Wealth’s Macy's M Stock Holding History

Lake Street Private Wealth’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
2020 Q1	–	Sell	-31,850	Closed	-$541K	–	159
2019 Q4	$541K	Buy	+31,850	New	+$498K	0.21%	107

Other funds holding M

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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

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

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Lake Street Private Wealth's M Position: Q1 2020 in Review

Lake Street Private Wealth sold out of Macy's (M) in Q1 2020, closing a stake of 31,850 shares — an estimated $541K sold.

Lake Street Private Wealth first reported a position in M in Q4 2019 and held it in 1 quarter. The position peaked at $541K in Q4 2019. 430 funds tracked by Wall St. Rank hold M as of Q1 2020.

Lake Street Private Wealth reported no remaining Macy's position as of Q1 2020 after selling out during the quarter.
Lake Street Private Wealth sold 31,850 Macy's shares in Q1 2020, an estimated $541K.
Lake Street Private Wealth first reported a position in Macy's in Q4 2019 and held it in 1 quarter.
Lake Street Private Wealth's Macy's position peaked at $541K in Q4 2019.
430 funds tracked by Wall St. Rank held Macy's as of Q1 2020.

Based on Lake Street Private Wealth's 13F filing for Q1 2020, filed 7 Apr 2020.