Reilly Financial Advisors’s Macy's M Stock Holding History

Reilly Financial 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	$47K	Sell	1,800 -300	-14%	-$8.18K	﹤0.01%	416
2021 Q3	$47K	Sell	2,100 -500	-19%	-$10K	﹤0.01%	385
2021 Q2	$49K	Hold	2,600	–	–	﹤0.01%	381
2021 Q1	$42K	Hold	2,600	–	–	﹤0.01%	391
2020 Q4	$29K	Hold	2,600	–	–	﹤0.01%	424
2020 Q3	$15K	Buy	2,600 +1,100	+73%	+$7.33K	﹤0.01%	495
2020 Q2	$10K	Buy	1,500 +400	+36%	+$2.46K	﹤0.01%	580
2020 Q1	$5K	Buy	1,100 +900	+450%	+$12.2K	﹤0.01%	685
2019 Q4	$3K	Buy	+200	New	+$3.13K	﹤0.01%	784
2016 Q3	–	Sell	-128	Closed	-$4K	–	865
2016 Q2	$4K	Hold	128	–	–	﹤0.01%	644
2016 Q1	$6K	Buy	+128	New	+$5.29K	﹤0.01%	869

Other funds holding M

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Reilly Financial Advisors's M Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Macy's (M) stake by 14% in Q4 2021, selling an estimated $8.18K and leaving 1,800 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Reilly Financial Advisors first reported a position in M in Q1 2016 and has held it in 11 quarters since. The position peaked at $49K in Q2 2021. 429 funds tracked by Wall St. Rank hold M as of Q4 2021.

Reilly Financial Advisors held 1,800 shares of Macy's worth $47K as of Q4 2021.
Reilly Financial Advisors sold 300 Macy's shares in Q4 2021, an estimated $8.18K.
Macy's made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #416 holding.
Reilly Financial Advisors first reported a position in Macy's in Q1 2016 and has held it in 11 quarters since.
Reilly Financial Advisors's Macy's position peaked at $49K in Q2 2021.
429 funds tracked by Wall St. Rank held Macy's as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.