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

Sugarloaf 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
2021 Q1	–	Sell	-1,500	Closed	-$17K	–	769
2020 Q4	$17K	Buy	+1,500	New	+$12.8K	0.01%	410

Other funds holding M

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

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Sugarloaf Wealth Management's M Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of Macy's (M) in Q1 2021, closing a stake of 1,500 shares — an estimated $17K sold.

Sugarloaf Wealth Management first reported a position in M in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 354 funds tracked by Wall St. Rank hold M as of Q1 2021.

Sugarloaf Wealth Management reported no remaining Macy's position as of Q1 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,500 Macy's shares in Q1 2021, an estimated $17K.
Sugarloaf Wealth Management first reported a position in Macy's in Q4 2020 and held it in 1 quarter.
Sugarloaf Wealth Management's Macy's position peaked at $17K in Q4 2020.
354 funds tracked by Wall St. Rank held Macy's as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.