Polaris Wealth Advisory Group’s Macy's M Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	–	Sell	-439,976	Closed	-$7.06M	–	182
2023 Q2	$7.06M	Buy	+439,976	New	+$7.04M	0.54%	64
2020 Q1	–	Sell	-293,291	Closed	-$5.14M	–	153
2019 Q4	$5.14M	Buy	+293,291	New	+$4.59M	0.34%	63
2019 Q1	–	Sell	-22,177	Closed	-$660K	–	163
2018 Q4	$660K	Sell	22,177 -804,483	-97%	-$26.5M	0.06%	96
2018 Q3	$28.7M	Buy	+826,660	New	+$30.8M	1.98%	14

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Polaris Wealth Advisory Group's M Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of Macy's (M) in Q3 2023, closing a stake of 439,976 shares — an estimated $7.06M sold.

Polaris Wealth Advisory Group first reported a position in M in Q3 2018 and held it in 4 quarters. The position peaked at $28.7M in Q3 2018. 383 funds tracked by Wall St. Rank hold M as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining Macy's position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 439,976 Macy's shares in Q3 2023, an estimated $7.06M.
Polaris Wealth Advisory Group first reported a position in Macy's in Q3 2018 and held it in 4 quarters.
Polaris Wealth Advisory Group's Macy's position peaked at $28.7M in Q3 2018.
383 funds tracked by Wall St. Rank held Macy's as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.