Covestor’s Blue Foundry Bancorp BLFY Stock Holding History

Covestor’s Portfolio BLFY Stock Details BLFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4	Closed	-$34	–	2154
2023 Q3	$0	Buy	4 +1	+33%	+$10	﹤0.01%	2126
2023 Q2	$0	Buy	+3	New	+$29	﹤0.01%	2142

Other funds holding BLFY

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Covestor's BLFY Position: Q4 2023 in Review

Covestor sold out of Blue Foundry Bancorp (BLFY) in Q4 2023, closing a stake of 4 shares — an estimated $34 sold.

Covestor first reported a position in BLFY in Q2 2023 and held it in 2 quarters. The position peaked at $0 in Q3 2023. 70 funds tracked by Wall St. Rank hold BLFY as of Q4 2023.

Covestor reported no remaining Blue Foundry Bancorp position as of Q4 2023 after selling out during the quarter.
Covestor sold 4 Blue Foundry Bancorp shares in Q4 2023, an estimated $34.
Covestor first reported a position in Blue Foundry Bancorp in Q2 2023 and held it in 2 quarters.
Covestor's Blue Foundry Bancorp position peaked at $0 in Q3 2023.
70 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q4 2023.

Based on Covestor's 13F filing for Q4 2023, filed 9 Feb 2024.