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New York Life Investment Management’s First Merchants FRME Stock Holding History

New York Life Investment Management’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,686
Closed -$373K – 1033
2024
Q1 		$373K Buy
+10,686
New +$367K ﹤0.01% 919
2023
Q1 		– Sell
-13,633
Closed -$560K – 1267
2022
Q4 		$560K Buy
13,633
+1,460
+12% +$61.7K 0.01% 831
2022
Q3 		$471K Buy
12,173
+963
+9% +$38.2K 0.01% 794
2022
Q2 		$399K Buy
+11,210
New +$441K ﹤0.01% 971

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

New York Life Investment Management sold out of First Merchants (FRME) in Q2 2024, closing a stake of 10,686 shares — an estimated $373K sold.

New York Life Investment Management first reported a position in FRME in Q2 2022 and held it in 4 quarters. The position peaked at $560K in Q4 2022. 230 funds tracked by Wall St. Rank hold FRME as of Q2 2024.

  • New York Life Investment Management reported no remaining First Merchants position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 10,686 First Merchants shares in Q2 2024, an estimated $373K.
  • New York Life Investment Management first reported a position in First Merchants in Q2 2022 and held it in 4 quarters.
  • New York Life Investment Management's First Merchants position peaked at $560K in Q4 2022.
  • 230 funds tracked by Wall St. Rank held First Merchants as of Q2 2024.

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