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New York Life Investment Management’s Fulton Financial FULT Stock Holding History

New York Life Investment Management’s Portfolio FULT Stock Details FULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-34,242
Closed -$576K – 1270
2022
Q4 		$576K Buy
34,242
+3,956
+13% +$69.3K 0.01% 802
2022
Q3 		$479K Buy
30,286
+2,227
+8% +$35.9K 0.01% 777
2022
Q2 		$405K Buy
+28,059
New +$434K ﹤0.01% 946

Other funds holding FULT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

New York Life Investment Management's FULT Position: Q1 2023 in Review

New York Life Investment Management sold out of Fulton Financial (FULT) in Q1 2023, closing a stake of 34,242 shares — an estimated $576K sold.

New York Life Investment Management first reported a position in FULT in Q2 2022 and held it in 3 quarters. The position peaked at $576K in Q4 2022. 256 funds tracked by Wall St. Rank hold FULT as of Q1 2023.

  • New York Life Investment Management reported no remaining Fulton Financial position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 34,242 Fulton Financial shares in Q1 2023, an estimated $576K.
  • New York Life Investment Management first reported a position in Fulton Financial in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Fulton Financial position peaked at $576K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.