Lokken Investment Group’s Macy's M Stock Holding History

Lokken 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
2021 Q1	–	Sell	-11,663	Closed	-$131K	–	111
2020 Q4	$131K	Buy	+11,663	New	+$99.8K	0.12%	102

Other funds holding M

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CIM

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

Lokken Investment Group's M Position: Q1 2021 in Review

Lokken Investment Group sold out of Macy's (M) in Q1 2021, closing a stake of 11,663 shares — an estimated $131K sold.

Lokken Investment Group first reported a position in M in Q4 2020 and held it in 1 quarter. The position peaked at $131K in Q4 2020. 354 funds tracked by Wall St. Rank hold M as of Q1 2021.

Lokken Investment Group reported no remaining Macy's position as of Q1 2021 after selling out during the quarter.
Lokken Investment Group sold 11,663 Macy's shares in Q1 2021, an estimated $131K.
Lokken Investment Group first reported a position in Macy's in Q4 2020 and held it in 1 quarter.
Lokken Investment Group's Macy's position peaked at $131K in Q4 2020.
354 funds tracked by Wall St. Rank held Macy's as of Q1 2021.

Based on Lokken Investment Group's 13F filing for Q1 2021, filed 10 Jun 2021.