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O'Neil Global Advisors’s Macy's M Stock Holding History

O'Neil Global 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
2021
Q4 		– Sell
-33,662
Closed -$761K – 78
2021
Q3 		$761K Buy
33,662
+6,231
+23% +$125K 0.58% 26
2021
Q2 		$520K Buy
+27,431
New +$487K 0.16% 67

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

O'Neil Global Advisors's M Position: Q4 2021 in Review

O'Neil Global Advisors sold out of Macy's (M) in Q4 2021, closing a stake of 33,662 shares — an estimated $761K sold.

O'Neil Global Advisors first reported a position in M in Q2 2021 and held it in 2 quarters. The position peaked at $761K in Q3 2021. 428 funds tracked by Wall St. Rank hold M as of Q4 2021.

  • O'Neil Global Advisors reported no remaining Macy's position as of Q4 2021 after selling out during the quarter.
  • O'Neil Global Advisors sold 33,662 Macy's shares in Q4 2021, an estimated $761K.
  • O'Neil Global Advisors first reported a position in Macy's in Q2 2021 and held it in 2 quarters.
  • O'Neil Global Advisors's Macy's position peaked at $761K in Q3 2021.
  • 428 funds tracked by Wall St. Rank held Macy's as of Q4 2021.

Based on O'Neil Global Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.