New York Life Investment Management’s Custom Truck One Source CTOS Stock Holding History

New York Life Investment Management’s Portfolio CTOS Stock Details CTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-64,249	Closed	-$374K	–	980
2024 Q1	$374K	Buy	64,249 +12,993	+25%	+$80.7K	﹤0.01%	904
2023 Q4	$317K	Sell	51,256 -1,180	-2%	-$6.96K	﹤0.01%	1185
2023 Q3	$325K	Sell	52,436 -8,261	-14%	-$54.6K	﹤0.01%	1074
2023 Q2	$409K	Sell	60,697 -9,603	-14%	-$63.2K	﹤0.01%	959
2023 Q1	$477K	Buy	+70,300	New	+$488K	0.01%	960

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

New York Life Investment Management's CTOS Position: Q2 2024 in Review

New York Life Investment Management sold out of Custom Truck One Source (CTOS) in Q2 2024, closing a stake of 64,249 shares — an estimated $374K sold.

New York Life Investment Management first reported a position in CTOS in Q1 2023 and held it in 5 quarters. The position peaked at $477K in Q1 2023. 113 funds tracked by Wall St. Rank hold CTOS as of Q2 2024.

New York Life Investment Management reported no remaining Custom Truck One Source position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 64,249 Custom Truck One Source shares in Q2 2024, an estimated $374K.
New York Life Investment Management first reported a position in Custom Truck One Source in Q1 2023 and held it in 5 quarters.
New York Life Investment Management's Custom Truck One Source position peaked at $477K in Q1 2023.
113 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.