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

Meridian 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
2019 Q3	–	Sell	-4,110	Closed	-$882	–	365
2019 Q2	$882	Buy	+4,110	New	+$93.5K	0.04%	292
2018 Q4	–	Sell	-20,358	Closed	-$707K	–	176
2018 Q3	$707K	Sell	20,358 -661	-3%	-$24.6K	0.3%	55
2018 Q2	$787K	Sell	21,019 -136	-0.6%	-$4.56K	0.37%	46
2018 Q1	$629K	Buy	+21,155	New	+$572K	0.31%	64

Other funds holding M

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

YAM

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

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

AIG

American International Group New York $609M AUM 23.67% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Meridian Wealth Management's M Position: Q3 2019 in Review

Meridian Wealth Management sold out of Macy's (M) in Q3 2019, closing a stake of 4,110 shares — an estimated $882 sold.

Meridian Wealth Management first reported a position in M in Q1 2018 and held it in 4 quarters. The position peaked at $787K in Q2 2018. 513 funds tracked by Wall St. Rank hold M as of Q3 2019.

Meridian Wealth Management reported no remaining Macy's position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 4,110 Macy's shares in Q3 2019, an estimated $882.
Meridian Wealth Management first reported a position in Macy's in Q1 2018 and held it in 4 quarters.
Meridian Wealth Management's Macy's position peaked at $787K in Q2 2018.
513 funds tracked by Wall St. Rank held Macy's as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.