The Family Firm’s Macy's M Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-219	Closed	-$4.2K	–	582
2024 Q2	$4.2K	Buy	+219	New	+$4.18K	﹤0.01%	756

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

The Family Firm's M Position: Q3 2024 in Review

The Family Firm sold out of Macy's (M) in Q3 2024, closing a stake of 219 shares — an estimated $4.2K sold.

The Family Firm first reported a position in M in Q2 2024 and held it in 1 quarter. The position peaked at $4.2K in Q2 2024. 424 funds tracked by Wall St. Rank hold M as of Q3 2024.

The Family Firm reported no remaining Macy's position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 219 Macy's shares in Q3 2024, an estimated $4.2K.
The Family Firm first reported a position in Macy's in Q2 2024 and held it in 1 quarter.
The Family Firm's Macy's position peaked at $4.2K in Q2 2024.
424 funds tracked by Wall St. Rank held Macy's as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.