SWM
M icon

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

Selective 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
2022
Q4 		– Sell
-100
Closed -$2K – 474
2022
Q3 		$2K Sell
100
-100
-50% -$1.77K ﹤0.01% 680
2022
Q2 		$4K Buy
200
+100
+100% +$2.26K ﹤0.01% 651
2022
Q1 		$2K Buy
+100
New +$2.56K ﹤0.01% 665

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
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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's M Position: Q4 2022 in Review

Selective Wealth Management sold out of Macy's (M) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in M in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 439 funds tracked by Wall St. Rank hold M as of Q4 2022.

  • Selective Wealth Management reported no remaining Macy's position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 Macy's shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in Macy's in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Macy's position peaked at $4K in Q2 2022.
  • 439 funds tracked by Wall St. Rank held Macy's as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.