DT
BLFY

Diversified Trust’s Blue Foundry Bancorp BLFY Stock Holding History

Diversified Trust’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
Q1 		– Sell
-10,560
Closed -$136K – 828
2022
Q4 		$136K Buy
+10,560
New +$131K 0.01% 750

Other funds holding BLFY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Diversified Trust's BLFY Position: Q1 2023 in Review

Diversified Trust sold out of Blue Foundry Bancorp (BLFY) in Q1 2023, closing a stake of 10,560 shares — an estimated $136K sold.

Diversified Trust first reported a position in BLFY in Q4 2022 and held it in 1 quarter. The position peaked at $136K in Q4 2022. 77 funds tracked by Wall St. Rank hold BLFY as of Q1 2023.

  • Diversified Trust reported no remaining Blue Foundry Bancorp position as of Q1 2023 after selling out during the quarter.
  • Diversified Trust sold 10,560 Blue Foundry Bancorp shares in Q1 2023, an estimated $136K.
  • Diversified Trust first reported a position in Blue Foundry Bancorp in Q4 2022 and held it in 1 quarter.
  • Diversified Trust's Blue Foundry Bancorp position peaked at $136K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q1 2023.

Based on Diversified Trust's 13F filing for Q1 2023, filed 7 Apr 2023.