NEW York Life Insurance Company is based out of New York. Their last reported 13F filing for Q4 2023 included $179,324,175 in managed 13F securities
and a top 10 holdings concentration of 100.0%. NEW York Life Insurance Company's largest holding is SPDR S&P 500 ETF TRUST with shares held of 281,763. Whalewisdom has at least 13 13F filings, and 238 13G filings The firm last filed a Form D notice of exempt offering of securities on 2024-02-22. The notice included securities offered of Other
2023-12-31
Top Buys (13F)
Name | % Change |
---|
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VOO VANGUARD 500 INDEX F | 6.8% |
MMCA IQ MacKay California | 2.32% |
HART IQ Healthy Hearts ET | 0.6% |
EQUL IQ Engender Equality | 0.47% |
CLNR IQ Cleaner Transport | 0.44% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 74.68% |
VOO VANGUARD 500 INDEX F | 25.14% |
WISH ContextLogic Inc | 0.17% |
2023-12-31
13F Activity
Market Value | $179m, Prior: $0.90b |
New Purchases | 0 stocks |
Added To | 0 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 2 stocks |
Top 10 Holdings % | 100% |
Turnover %[1] | 166.67% |
Turnover Alt %[2] | 0% |
Time Held Top 20 | 4.3333 quarters |
Time Held Top 10 | 4.3333 quarters |
Time Held All | 6 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31