RWM
M icon

Revisor Wealth Management’s Macy's M Stock Holding History

Revisor 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
2023
Q4 		– Sell
-17,622
Closed -$205K – 156
2023
Q3 		$205K Buy
17,622
+5,641
+47% +$79K 0.17% 148
2023
Q2 		$192K Buy
11,981
+60
+0.5% +$960 0.17% 157
2023
Q1 		$208K Buy
+11,921
New +$252K 0.19% 149

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Revisor Wealth Management's M Position: Q4 2023 in Review

Revisor Wealth Management sold out of Macy's (M) in Q4 2023, closing a stake of 17,622 shares — an estimated $205K sold.

Revisor Wealth Management first reported a position in M in Q1 2023 and held it in 3 quarters. The position peaked at $208K in Q1 2023. 412 funds tracked by Wall St. Rank hold M as of Q4 2023.

  • Revisor Wealth Management reported no remaining Macy's position as of Q4 2023 after selling out during the quarter.
  • Revisor Wealth Management sold 17,622 Macy's shares in Q4 2023, an estimated $205K.
  • Revisor Wealth Management first reported a position in Macy's in Q1 2023 and held it in 3 quarters.
  • Revisor Wealth Management's Macy's position peaked at $208K in Q1 2023.
  • 412 funds tracked by Wall St. Rank held Macy's as of Q4 2023.

Based on Revisor Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.