New York Life Insurance Company’s IQ Healthy Hearts ETF HART Stock Holding History

New York Life Insurance Company’s Portfolio HART Stock Details HART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-199,044	Closed	-$5.4M	–	4
2023 Q3	$5.4M	Hold	199,044	–	–	0.6%	4
2023 Q2	$5.67M	Hold	199,044	–	–	0.61%	4
2023 Q1	$5.4M	Hold	199,044	–	–	0.49%	4
2022 Q4	$5.31M	Hold	199,044	–	–	0.51%	4
2022 Q3	$4.78M	Hold	199,044	–	–	0.5%	4
2022 Q2	$5.23M	Buy	+199,044	New	+$5.41M	0.52%	4

Other funds holding HART

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New York Life Insurance Company's HART Position: Q4 2023 in Review

New York Life Insurance Company sold out of IQ Healthy Hearts ETF (HART) in Q4 2023, closing a stake of 199,044 shares — an estimated $5.4M sold.

New York Life Insurance Company first reported a position in HART in Q2 2022 and held it in 6 quarters. The position peaked at $5.67M in Q2 2023. 6 funds tracked by Wall St. Rank hold HART as of Q4 2023.

New York Life Insurance Company reported no remaining IQ Healthy Hearts ETF position as of Q4 2023 after selling out during the quarter.
New York Life Insurance Company sold 199,044 IQ Healthy Hearts ETF shares in Q4 2023, an estimated $5.4M.
New York Life Insurance Company first reported a position in IQ Healthy Hearts ETF in Q2 2022 and held it in 6 quarters.
New York Life Insurance Company's IQ Healthy Hearts ETF position peaked at $5.67M in Q2 2023.
6 funds tracked by Wall St. Rank held IQ Healthy Hearts ETF as of Q4 2023.

Based on New York Life Insurance Company's 13F filing for Q4 2023, filed 12 Feb 2024.