Naples Money Management’s Macy's M Stock Holding History

Naples Money 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
2024 Q3	–	Sell	-186	Closed	-$3.4K	–	419
2024 Q2	$3.4K	Hold	186	–	–	﹤0.01%	266
2024 Q1	$3.72K	Hold	186	–	–	﹤0.01%	260
2023 Q4	$3.74K	Buy	+186	New	+$2.69K	﹤0.01%	275

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Naples Money Management's M Position: Q3 2024 in Review

Naples Money Management sold out of Macy's (M) in Q3 2024, closing a stake of 186 shares — an estimated $3.4K sold.

Naples Money Management first reported a position in M in Q4 2023 and held it in 3 quarters. The position peaked at $3.74K in Q4 2023. 424 funds tracked by Wall St. Rank hold M as of Q3 2024.

Naples Money Management reported no remaining Macy's position as of Q3 2024 after selling out during the quarter.
Naples Money Management sold 186 Macy's shares in Q3 2024, an estimated $3.4K.
Naples Money Management first reported a position in Macy's in Q4 2023 and held it in 3 quarters.
Naples Money Management's Macy's position peaked at $3.74K in Q4 2023.
424 funds tracked by Wall St. Rank held Macy's as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.