OLVIG
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Oliver Lagore Vanvalin Investment Group’s Macy's M Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q1 		– Sell
-350
Closed -$7.04K – 794
2023
Q4 		$7.04K Buy
+350
New +$5.07K ﹤0.01% 474

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's M Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Macy's (M) in Q1 2024, closing a stake of 350 shares — an estimated $7.04K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in M in Q4 2023 and held it in 1 quarter. The position peaked at $7.04K in Q4 2023. 424 funds tracked by Wall St. Rank hold M as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Macy's position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 350 Macy's shares in Q1 2024, an estimated $7.04K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Macy's in Q4 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Macy's position peaked at $7.04K in Q4 2023.
  • 424 funds tracked by Wall St. Rank held Macy's as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.