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Point View Wealth Management’s Macy's M Stock Holding History

Point View Wealth 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
2020
Q1 		– Sell
-10,282
Closed -$175K – 266
2019
Q4 		$175K Sell
10,282
-2,786
-21% -$43.6K 0.07% 256
2019
Q3 		$203K Buy
13,068
+855
+7% +$15.8K 0.09% 238
2019
Q2 		$262K Buy
12,213
+3,101
+34% +$70.5K 0.11% 212
2019
Q1 		$219K Buy
+9,112
New +$230K 0.1% 230
2018
Q4 		– Sell
-6,423
Closed -$223K – 262
2018
Q3 		$223K Hold
6,423
– – 0.1% 231
2018
Q2 		$240K Sell
6,423
-1,471
-19% -$49.3K 0.11% 214
2018
Q1 		$235K Sell
7,894
-297
-4% -$8.03K 0.11% 214
2017
Q4 		$206K Sell
8,191
-2,767
-25% -$60.7K 0.1% 231
2017
Q3 		$240K Sell
10,958
-3,814
-26% -$83.9K 0.12% 203
2017
Q2 		$343K Sell
14,772
-489
-3% -$12.5K 0.17% 167
2017
Q1 		$452K Buy
15,261
+226
+2% +$6.98K 0.23% 144
2016
Q4 		$538K Sell
15,035
-589
-4% -$22.9K 0.31% 116
2016
Q3 		$579K Buy
15,624
+431
+3% +$15.6K 0.34% 111
2016
Q2 		$511K Buy
15,193
+2,347
+18% +$84K 0.31% 116
2016
Q1 		$566K Buy
12,846
+1,842
+17% +$76.1K 0.36% 105
2015
Q4 		$385K Buy
11,004
+1,698
+18% +$73.6K 0.28% 124
2015
Q3 		$478K Buy
9,306
+110
+1% +$6.9K 0.38% 95
2015
Q2 		$620K Sell
9,196
-65
-0.7% -$4.39K 0.48% 77
2015
Q1 		$601K Hold
9,261
– – 0.46% 77
2014
Q4 		$609K Sell
9,261
-78
-0.8% -$4.72K 0.45% 75
2014
Q3 		$543K Hold
9,339
– – 0.46% 78
2014
Q2 		$542K Sell
9,339
-138
-1% -$8.01K 0.47% 75
2014
Q1 		$562K Hold
9,477
– – 0.51% 70
2013
Q4 		$506K Buy
+9,477
New +$459K 0.48% 76

Other funds holding M

YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Point View Wealth Management's M Position: Q1 2020 in Review

Point View Wealth Management sold out of Macy's (M) in Q1 2020, closing a stake of 10,282 shares — an estimated $175K sold.

Point View Wealth Management first reported a position in M in Q4 2013 and held it in 24 quarters. The position peaked at $620K in Q2 2015. 431 funds tracked by Wall St. Rank hold M as of Q1 2020.

  • Point View Wealth Management reported no remaining Macy's position as of Q1 2020 after selling out during the quarter.
  • Point View Wealth Management sold 10,282 Macy's shares in Q1 2020, an estimated $175K.
  • Point View Wealth Management first reported a position in Macy's in Q4 2013 and held it in 24 quarters.
  • Point View Wealth Management's Macy's position peaked at $620K in Q2 2015.
  • 431 funds tracked by Wall St. Rank held Macy's as of Q1 2020.

Based on Point View Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.