MLFP
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MPS Loria Financial Planners’s Macy's M Stock Holding History

MPS Loria Financial Planners’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
-1,620
Closed -$18K – 610
2020
Q4 		$18K Buy
+1,620
New +$13.9K 0.01% 243
2017
Q3 		– Sell
-1,016
Closed -$21K – 231
2017
Q2 		$21K Buy
+1,016
New +$26K 0.01% 225

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
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

MPS Loria Financial Planners's M Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of Macy's (M) in Q1 2021, closing a stake of 1,620 shares — an estimated $18K sold.

MPS Loria Financial Planners first reported a position in M in Q2 2017 and held it in 2 quarters. The position peaked at $21K in Q2 2017. 354 funds tracked by Wall St. Rank hold M as of Q1 2021.

  • MPS Loria Financial Planners reported no remaining Macy's position as of Q1 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,620 Macy's shares in Q1 2021, an estimated $18K.
  • MPS Loria Financial Planners first reported a position in Macy's in Q2 2017 and held it in 2 quarters.
  • MPS Loria Financial Planners's Macy's position peaked at $21K in Q2 2017.
  • 354 funds tracked by Wall St. Rank held Macy's as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.