MA
M icon

Mutual Advisors’s Macy's M Stock Holding History

Mutual Advisors’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
2025
Q2 		– Sell
-64,469
Closed -$721K – 1189
2025
Q1 		$721K Sell
64,469
-131
-0.2% -$1.9K 0.02% 568
2024
Q4 		$896K Sell
64,600
-301
-0.5% -$4.8K 0.03% 514
2024
Q3 		$1M Sell
64,901
-16,387
-20% -$266K 0.03% 484
2024
Q2 		$1.39M Sell
81,288
-7,335
-8% -$140K 0.04% 369
2024
Q1 		$1.77M Buy
88,623
+32,537
+58% +$629K 0.06% 302
2023
Q4 		$1.13M Sell
56,086
-8,171
-13% -$118K 0.04% 418
2023
Q3 		$746K Sell
64,257
-3,950
-6% -$55.3K 0.03% 495
2023
Q2 		$1.09M Buy
68,207
+14,980
+28% +$240K 0.04% 411
2023
Q1 		$931K Buy
53,227
+101
+0.2% +$2.14K 0.04% 443
2022
Q4 		$1.1M Buy
53,126
+1
+0% +$20 0.05% 385
2022
Q3 		$832K Buy
+53,125
New +$941K 0.04% 419
2020
Q3 		– Sell
-10,456
Closed -$72K – 686
2020
Q2 		$72K Buy
+10,456
New +$64.4K 0.01% 638

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return