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Retirement Group’s Macy's M Stock Holding History

Retirement 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
2024
Q1 		– Sell
-1,000
Closed -$20.1K – 865
2023
Q4 		$20.1K Hold
1,000
– – 0.01% 342
2023
Q3 		$11.6K Hold
1,000
– – ﹤0.01% 392
2023
Q2 		$16.1K Hold
1,000
– – 0.01% 356
2023
Q1 		$17K Hold
1,000
– – 0.01% 328
2022
Q4 		$21K Hold
1,000
– – 0.01% 268
2022
Q3 		$16K Sell
1,000
-39
-4% -$691 0.01% 203
2022
Q2 		$19K Hold
1,039
– – 0.01% 330
2022
Q1 		$25K Hold
1,039
– – 0.01% 303
2021
Q4 		$27K Hold
1,039
– – 0.01% 289
2021
Q3 		$23K Hold
1,039
– – 0.01% 294
2021
Q2 		$20K Hold
1,039
– – 0.01% 328
2021
Q1 		$17K Buy
1,039
+1,000
+2,564% +$15.3K 0.01% 404
2020
Q4 		$0 Hold
39
– – ﹤0.01% 706
2020
Q3 		$0 Hold
39
– – ﹤0.01% 696
2020
Q2 		$0 Buy
+39
New +$240 ﹤0.01% 651
2019
Q4 		$1K Buy
+39
New +$610 ﹤0.01% 608

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Retirement Group's M Position: Q1 2024 in Review

Retirement Group sold out of Macy's (M) in Q1 2024, closing a stake of 1,000 shares — an estimated $20.1K sold.

Retirement Group first reported a position in M in Q4 2019 and held it in 16 quarters. The position peaked at $27K in Q4 2021. 424 funds tracked by Wall St. Rank hold M as of Q1 2024.

  • Retirement Group reported no remaining Macy's position as of Q1 2024 after selling out during the quarter.
  • Retirement Group sold 1,000 Macy's shares in Q1 2024, an estimated $20.1K.
  • Retirement Group first reported a position in Macy's in Q4 2019 and held it in 16 quarters.
  • Retirement Group's Macy's position peaked at $27K in Q4 2021.
  • 424 funds tracked by Wall St. Rank held Macy's as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.