Moran Wealth Management’s Macerich MAC Stock Holding History

Moran Wealth Management’s Portfolio MAC Stock Details MAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-144,924	Closed	-$1.63M	–	397
2023 Q2	$1.63M	Sell	144,924 -32,559	-18%	-$331K	0.06%	234
2023 Q1	$1.88M	Buy	177,483 +39,525	+29%	+$469K	0.07%	225
2022 Q4	$1.55M	Buy	+137,958	New	+$1.56M	0.06%	227

Other funds holding MAC

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

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moran Wealth Management's MAC Position: Q3 2023 in Review

Moran Wealth Management sold out of Macerich (MAC) in Q3 2023, closing a stake of 144,924 shares — an estimated $1.63M sold.

Moran Wealth Management first reported a position in MAC in Q4 2022 and held it in 3 quarters. The position peaked at $1.88M in Q1 2023. 267 funds tracked by Wall St. Rank hold MAC as of Q3 2023.

Moran Wealth Management reported no remaining Macerich position as of Q3 2023 after selling out during the quarter.
Moran Wealth Management sold 144,924 Macerich shares in Q3 2023, an estimated $1.63M.
Moran Wealth Management first reported a position in Macerich in Q4 2022 and held it in 3 quarters.
Moran Wealth Management's Macerich position peaked at $1.88M in Q1 2023.
267 funds tracked by Wall St. Rank held Macerich as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.