SW
M icon

SVB Wealth’s Macy's M Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-533
Closed -$6.7K – 1141
2025
Q1 		$6.7K Buy
+533
New +$7.73K ﹤0.01% 962
2018
Q2 		– Sell
-9,920
Closed -$295K – 450
2018
Q1 		$295K Sell
9,920
-12,322
-55% -$333K 0.01% 381
2017
Q4 		$560K Sell
22,242
-59,424
-73% -$1.3M 0.02% 336
2017
Q3 		$1.78M Sell
81,666
-3,008
-4% -$66.1K 0.07% 195
2017
Q2 		$1.97M Buy
84,674
+5,226
+7% +$134K 0.08% 190
2017
Q1 		$2.35M Sell
79,448
-8,490
-10% -$262K 0.09% 172
2016
Q4 		$3.15M Sell
87,938
-27,650
-24% -$1.08M 0.13% 137
2016
Q3 		$4.28M Sell
115,588
-16,081
-12% -$583K 0.17% 123
2016
Q2 		$4.42M Buy
131,669
+24,562
+23% +$879K 0.18% 125
2016
Q1 		$4.72M Buy
107,107
+26,831
+33% +$1.11M 0.19% 121
2015
Q4 		$2.81M Sell
80,276
-164,418
-67% -$7.12M 0.11% 165
2015
Q3 		$12.6M Sell
244,694
-40,949
-14% -$2.57M 0.49% 63
2015
Q2 		$19.3M Sell
285,643
-5,287
-2% -$357K 0.64% 45
2015
Q1 		$18.9M Buy
290,930
+47,414
+19% +$3.05M 0.61% 55
2014
Q4 		$16M Buy
+243,516
New +$14.7M 0.52% 63

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return