Waldron Private Wealth’s Macy's M Stock Holding History

Waldron Private 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
2021 Q3	–	Sell	-17,362	Closed	-$329K	–	367
2021 Q2	$329K	Buy	+17,362	New	+$308K	0.02%	259

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

CIM

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

Waldron Private Wealth's M Position: Q3 2021 in Review

Waldron Private Wealth sold out of Macy's (M) in Q3 2021, closing a stake of 17,362 shares — an estimated $329K sold.

Waldron Private Wealth first reported a position in M in Q2 2021 and held it in 1 quarter. The position peaked at $329K in Q2 2021. 389 funds tracked by Wall St. Rank hold M as of Q3 2021.

Waldron Private Wealth reported no remaining Macy's position as of Q3 2021 after selling out during the quarter.
Waldron Private Wealth sold 17,362 Macy's shares in Q3 2021, an estimated $329K.
Waldron Private Wealth first reported a position in Macy's in Q2 2021 and held it in 1 quarter.
Waldron Private Wealth's Macy's position peaked at $329K in Q2 2021.
389 funds tracked by Wall St. Rank held Macy's as of Q3 2021.

Based on Waldron Private Wealth's 13F filing for Q3 2021, filed 2 Nov 2021.