Sugarloaf Wealth Management’s Macerich MAC Stock Holding History

Sugarloaf Wealth 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	-88	Closed	-$1.36K	–	704
2023 Q4	$1.36K	Hold	88	–	–	﹤0.01%	620
2023 Q3	$960	Hold	88	–	–	﹤0.01%	631
2023 Q2	$992	Hold	88	–	–	﹤0.01%	640
2023 Q1	$933	Hold	88	–	–	﹤0.01%	642
2022 Q4	$991	Hold	88	–	–	﹤0.01%	707
2022 Q3	$1K	Hold	88	–	–	﹤0.01%	779
2022 Q2	$1K	Hold	88	–	–	﹤0.01%	748
2022 Q1	$1K	Hold	88	–	–	﹤0.01%	686
2021 Q4	$2K	Hold	88	–	–	﹤0.01%	671
2021 Q3	$1K	Hold	88	–	–	﹤0.01%	729
2021 Q2	$2K	Hold	88	–	–	﹤0.01%	680
2021 Q1	$1	Hold	88	–	–	﹤0.01%	716
2020 Q4	$1K	Hold	88	–	–	﹤0.01%	683
2020 Q3	$1K	Hold	88	–	–	﹤0.01%	643
2020 Q2	$1K	Buy	88 +4	+5%	+$31	﹤0.01%	644
2020 Q1	$0	Hold	84	–	–	﹤0.01%	718
2019 Q4	$2K	Buy	+84	New	+$2.31K	﹤0.01%	635

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

Sugarloaf Wealth Management's MAC Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Macerich (MAC) in Q1 2024, closing a stake of 88 shares — an estimated $1.36K sold.

Sugarloaf Wealth Management first reported a position in MAC in Q4 2019 and held it in 17 quarters. The position peaked at $2K in Q4 2021. 279 funds tracked by Wall St. Rank hold MAC as of Q1 2024.

Sugarloaf Wealth Management reported no remaining Macerich position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 88 Macerich shares in Q1 2024, an estimated $1.36K.
Sugarloaf Wealth Management first reported a position in Macerich in Q4 2019 and held it in 17 quarters.
Sugarloaf Wealth Management's Macerich position peaked at $2K in Q4 2021.
279 funds tracked by Wall St. Rank held Macerich as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.