VFA
M icon

Valeo Financial Advisors’s Macy's M Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-495
Closed -$3K – 1767
2020
Q3 		$3K Sell
495
-303
-38% -$2.02K ﹤0.01% 1352
2020
Q2 		$5K Buy
798
+218
+38% +$1.34K ﹤0.01% 1530
2020
Q1 		$4K Buy
+580
New +$7.86K ﹤0.01% 1359
2019
Q4 		– Sell
-200
Closed -$3.13K – 1675
2019
Q3 		$3K Sell
200
-150
-43% -$2.78K ﹤0.01% 1326
2019
Q2 		$8K Buy
350
+20
+6% +$455 ﹤0.01% 1085
2019
Q1 		$8K Buy
330
+300
+1,000% +$7.58K ﹤0.01% 1029
2018
Q4 		$1K Sell
30
-22
-42% -$724 ﹤0.01% 1392
2018
Q3 		$2K Buy
52
+30
+136% +$1.12K ﹤0.01% 1482
2018
Q2 		$1K Buy
+22
New +$737 ﹤0.01% 1479
2018
Q1 		– Sell
-98
Closed -$2.65K – 1581
2017
Q4 		$2K Buy
98
+1
+1% +$22 ﹤0.01% 1191
2017
Q3 		$2K Buy
+97
New +$2.13K ﹤0.01% 1026

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Valeo Financial Advisors's M Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Macy's (M) in Q4 2020, closing a stake of 495 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in M in Q3 2017 and held it in 11 quarters. The position peaked at $8K in Q2 2019. 372 funds tracked by Wall St. Rank hold M as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Macy's position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 495 Macy's shares in Q4 2020, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Macy's in Q3 2017 and held it in 11 quarters.
  • Valeo Financial Advisors's Macy's position peaked at $8K in Q2 2019.
  • 372 funds tracked by Wall St. Rank held Macy's as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.