Plancorp LLC’s Macerich MAC Stock Holding History

Plancorp LLC’s Portfolio MAC Stock Details MAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-32,549	Closed	-$648K	–	369
2024 Q4	$648K	Sell	32,549 -16,300	-33%	-$318K	0.03%	163
2024 Q3	$891K	Sell	48,849 -6,000	-11%	-$94.6K	0.04%	138
2024 Q2	$847K	Buy	54,849 +14,004	+34%	+$214K	0.04%	138
2024 Q1	$704K	Buy	40,845 +74	+0.2%	+$1.21K	0.03%	149
2023 Q4	$629K	Hold	40,771	–	–	0.03%	142
2023 Q3	$445K	Hold	40,771	–	–	0.02%	160
2023 Q2	$459K	Buy	40,771 +11,421	+39%	+$116K	0.02%	154
2023 Q1	$311K	Hold	29,350	–	–	0.02%	191
2022 Q4	$330K	Hold	29,350	–	–	0.02%	179
2022 Q3	$233K	Hold	29,350	–	–	0.02%	206
2022 Q2	$256K	Buy	29,350 +8,485	+41%	+$103K	0.02%	197
2022 Q1	$326K	Hold	20,865	–	–	0.02%	182
2021 Q4	$361K	Hold	20,865	–	–	0.02%	176
2021 Q3	$349K	Hold	20,865	–	–	0.02%	170
2021 Q2	$381K	Buy	+20,865	New	+$313K	0.03%	153

Other funds holding MAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Plancorp LLC's MAC Position: Q1 2025 in Review

Plancorp LLC sold out of Macerich (MAC) in Q1 2025, closing a stake of 32,549 shares — an estimated $648K sold.

Plancorp LLC first reported a position in MAC in Q2 2021 and held it in 15 quarters. The position peaked at $891K in Q3 2024. 289 funds tracked by Wall St. Rank hold MAC as of Q1 2025.

Plancorp LLC reported no remaining Macerich position as of Q1 2025 after selling out during the quarter.
Plancorp LLC sold 32,549 Macerich shares in Q1 2025, an estimated $648K.
Plancorp LLC first reported a position in Macerich in Q2 2021 and held it in 15 quarters.
Plancorp LLC's Macerich position peaked at $891K in Q3 2024.
289 funds tracked by Wall St. Rank held Macerich as of Q1 2025.

Based on Plancorp LLC's 13F filing for Q1 2025, filed 15 May 2025.