Marco Investment Management’s Regions Financial RF Stock Holding History

Marco Investment Management’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,034	Closed	-$179K	–	204
2023 Q2	$179K	Sell	10,034 -506	-5%	-$8.93K	0.02%	202
2023 Q1	$196K	Hold	10,540	–	–	0.02%	194
2022 Q4	$227K	Hold	10,540	–	–	0.03%	181
2022 Q3	$212K	Hold	10,540	–	–	0.03%	181
2022 Q2	$198K	Hold	10,540	–	–	0.02%	192
2022 Q1	$235K	Sell	10,540 -2,000	-16%	-$47.1K	0.02%	189
2021 Q4	$273K	Hold	12,540	–	–	0.03%	187
2021 Q3	$267K	Hold	12,540	–	–	0.03%	184
2021 Q2	$253K	Hold	12,540	–	–	0.03%	176
2021 Q1	$259K	Sell	12,540 -3,732	-23%	-$72.9K	0.03%	170
2020 Q4	$262K	Buy	16,272 +4,382	+37%	+$63.4K	0.04%	166
2020 Q3	$137K	Hold	11,890	–	–	0.02%	174
2020 Q2	$132K	Hold	11,890	–	–	0.02%	163
2020 Q1	$107K	Buy	+11,890	New	+$167K	0.02%	156

Other funds holding RF

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Marco Investment Management's RF Position: Q3 2023 in Review

Marco Investment Management sold out of Regions Financial (RF) in Q3 2023, closing a stake of 10,034 shares — an estimated $179K sold.

Marco Investment Management first reported a position in RF in Q1 2020 and held it in 14 quarters. The position peaked at $273K in Q4 2021. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

Marco Investment Management reported no remaining Regions Financial position as of Q3 2023 after selling out during the quarter.
Marco Investment Management sold 10,034 Regions Financial shares in Q3 2023, an estimated $179K.
Marco Investment Management first reported a position in Regions Financial in Q1 2020 and held it in 14 quarters.
Marco Investment Management's Regions Financial position peaked at $273K in Q4 2021.
792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Marco Investment Management's 13F filing for Q3 2023, filed 7 Nov 2023.