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Lee Financial’s Macy's M Stock Holding History

Lee Financial’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
-78
Closed -$1.65K – 787
2022
Q4 		$1.61K Buy
+78
New +$1.6K ﹤0.01% 732
2019
Q3 		– Sell
-900
Closed -$19K – 526
2019
Q2 		$19K Hold
900
– – ﹤0.01% 265
2019
Q1 		$22K Buy
+900
New +$22.7K 0.01% 248
2018
Q3 		– Sell
-273
Closed -$10K – 599
2018
Q2 		$10K Buy
+273
New +$9.15K ﹤0.01% 480

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lee Financial's M Position: Q1 2023 in Review

Lee Financial sold out of Macy's (M) in Q1 2023, closing a stake of 78 shares — an estimated $1.65K sold.

Lee Financial first reported a position in M in Q2 2018 and held it in 4 quarters. The position peaked at $22K in Q1 2019. 423 funds tracked by Wall St. Rank hold M as of Q1 2023.

  • Lee Financial reported no remaining Macy's position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 78 Macy's shares in Q1 2023, an estimated $1.65K.
  • Lee Financial first reported a position in Macy's in Q2 2018 and held it in 4 quarters.
  • Lee Financial's Macy's position peaked at $22K in Q1 2019.
  • 423 funds tracked by Wall St. Rank held Macy's as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.