LWM
M icon

Liberty Wealth Management’s Macy's M Stock Holding History

Liberty Wealth Management’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
-306
Closed -$5K – 942
2019
Q4 		$5K Buy
306
+7
+2% +$110 ﹤0.01% 671
2019
Q3 		$5K Buy
+299
New +$5.54K ﹤0.01% 638
2019
Q1 		– Sell
-1,147
Closed -$34K – 800
2018
Q4 		$34K Buy
+1,147
New +$37.8K 0.03% 239

Other funds holding M

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
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
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's M Position: Q1 2020 in Review

Liberty Wealth Management sold out of Macy's (M) in Q1 2020, closing a stake of 306 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in M in Q4 2018 and held it in 3 quarters. The position peaked at $34K in Q4 2018. 430 funds tracked by Wall St. Rank hold M as of Q1 2020.

  • Liberty Wealth Management reported no remaining Macy's position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 306 Macy's shares in Q1 2020, an estimated $5K.
  • Liberty Wealth Management first reported a position in Macy's in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's Macy's position peaked at $34K in Q4 2018.
  • 430 funds tracked by Wall St. Rank held Macy's as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.