Winch Advisory Services’s Macy's M Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-65	Closed	-$1K	–	497
2021 Q1	$1K	Hold	65	–	–	﹤0.01%	425
2020 Q4	$1K	Hold	65	–	–	﹤0.01%	406
2020 Q3	$0	Hold	65	–	–	﹤0.01%	398
2020 Q2	$0	Buy	65 +5	+8%	+$31	﹤0.01%	393
2020 Q1	$0	Buy	60 +1	+2%	+$14	﹤0.01%	368
2019 Q4	$1K	Buy	59 +1	+2%	+$16	﹤0.01%	344
2019 Q3	$1K	Buy	58 +1	+2%	+$19	﹤0.01%	331
2019 Q2	$1K	Buy	57 +1	+2%	+$23	﹤0.01%	413
2019 Q1	$1K	Buy	56 +1	+2%	+$25	﹤0.01%	359
2018 Q4	$2K	Buy	55 +1	+2%	+$33	﹤0.01%	296
2018 Q3	$2K	Hold	54	–	–	﹤0.01%	282
2018 Q2	$2K	Buy	54 +1	+2%	+$34	﹤0.01%	289
2018 Q1	$2K	Buy	53 +1	+2%	+$27	﹤0.01%	269
2017 Q4	$1K	Hold	52	–	–	﹤0.01%	292
2017 Q3	$1K	Buy	52 +1	+2%	+$22	﹤0.01%	275
2017 Q2	$1K	Buy	51 +1	+2%	+$26	﹤0.01%	285
2017 Q1	$1K	Hold	50	–	–	﹤0.01%	269
2016 Q4	$2K	Buy	50 +1	+2%	+$39	﹤0.01%	232
2016 Q3	$2K	Buy	49 +1	+2%	+$36	﹤0.01%	234
2016 Q2	$2K	Hold	48	–	–	﹤0.01%	230
2016 Q1	$2K	Hold	48	–	–	﹤0.01%	203
2015 Q4	$2K	Buy	48 +1	+2%	+$43	﹤0.01%	218
2015 Q3	$2K	Hold	47	–	–	﹤0.01%	197
2015 Q2	$3K	Buy	+47	New	+$3.18K	﹤0.01%	235

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Winch Advisory Services's M Position: Q2 2021 in Review

Winch Advisory Services sold out of Macy's (M) in Q2 2021, closing a stake of 65 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in M in Q2 2015 and held it in 24 quarters. The position peaked at $3K in Q2 2015. 362 funds tracked by Wall St. Rank hold M as of Q2 2021.

Winch Advisory Services reported no remaining Macy's position as of Q2 2021 after selling out during the quarter.
Winch Advisory Services sold 65 Macy's shares in Q2 2021, an estimated $1K.
Winch Advisory Services first reported a position in Macy's in Q2 2015 and held it in 24 quarters.
Winch Advisory Services's Macy's position peaked at $3K in Q2 2015.
362 funds tracked by Wall St. Rank held Macy's as of Q2 2021.

Based on Winch Advisory Services's 13F filing for Q2 2021, filed 5 Aug 2021.