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NEW YORK LIFE INSURANCE COMPANY

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NEW YORK NY Insurance Company
13F Summary
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)

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

Portfolio Performance