Rockbridge Investment Management’s Macerich MAC Stock Holding History

Rockbridge Investment Management’s Portfolio MAC Stock Details MAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-750	Closed	-$11.6K	–	412
2023 Q4	$11.6K	Buy	+750	New	+$8.94K	﹤0.01%	384
2022 Q3	–	Sell	-750	Closed	-$6.53K	–	389
2022 Q2	$6.53K	Hold	750	–	–	﹤0.01%	428
2022 Q1	$11.7K	Hold	750	–	–	﹤0.01%	491
2021 Q4	$13K	Hold	750	–	–	﹤0.01%	540
2021 Q3	$13K	Hold	750	–	–	﹤0.01%	493
2021 Q2	$14K	Buy	750 +550	+275%	+$8.25K	﹤0.01%	474
2021 Q1	$2K	Hold	200	–	–	﹤0.01%	655
2020 Q4	$2K	Hold	200	–	–	﹤0.01%	635
2020 Q3	$1K	Hold	200	–	–	﹤0.01%	614
2020 Q2	$2K	Buy	+200	New	+$1.55K	﹤0.01%	568

Other funds holding MAC

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

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockbridge Investment Management's MAC Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Macerich (MAC) in Q1 2024, closing a stake of 750 shares — an estimated $11.6K sold.

Rockbridge Investment Management first reported a position in MAC in Q2 2020 and held it in 10 quarters. The position peaked at $14K in Q2 2021. 279 funds tracked by Wall St. Rank hold MAC as of Q1 2024.

Rockbridge Investment Management reported no remaining Macerich position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 750 Macerich shares in Q1 2024, an estimated $11.6K.
Rockbridge Investment Management first reported a position in Macerich in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Macerich position peaked at $14K in Q2 2021.
279 funds tracked by Wall St. Rank held Macerich as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.