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Steward Financial Group’s Macy's M Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+158
New +$2.21K ﹤0.01% 1197
2023
Q2 		– Sell
-293
Closed -$5K – 774
2023
Q1 		$5K Buy
293
+216
+281% +$4.57K ﹤0.01% 319
2022
Q4 		$1K Buy
+77
New +$1.58K ﹤0.01% 437
2022
Q3 		– Sell
-29
Closed – – 793
2022
Q2 		$0 Buy
+29
New +$656 ﹤0.01% 1197

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Steward Financial Group's M Position: Q3 2023 in Review

Steward Financial Group opened a new position in Macy's (M) in Q3 2023: 158 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in M as recently as Q1 2023.

Steward Financial Group first reported a position in M in Q2 2022 and has held it in 4 quarters since. The position peaked at $5K in Q1 2023. 383 funds tracked by Wall St. Rank hold M as of Q3 2023.

  • Steward Financial Group held 158 shares of Macy's worth $1K as of Q3 2023.
  • Macy's was a new Steward Financial Group position in Q3 2023.
  • Macy's made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1197 holding.
  • Steward Financial Group first reported a position in Macy's in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Macy's position peaked at $5K in Q1 2023.
  • 383 funds tracked by Wall St. Rank held Macy's as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.