New York Life Investment Management’s Hilltop Holdings HTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,835	Closed	-$371K	–	1074
2024 Q1	$371K	Buy	11,835 +195	+2%	+$6.2K	﹤0.01%	967
2023 Q4	$410K	Sell	11,640 -360	-3%	-$10.9K	﹤0.01%	975
2023 Q3	$340K	Sell	12,000 -1,891	-14%	-$57.1K	﹤0.01%	1028
2023 Q2	$437K	Sell	13,891 -2,058	-13%	-$63K	﹤0.01%	863
2023 Q1	$473K	Sell	15,949 -3,346	-17%	-$106K	0.01%	1037
2022 Q4	$579K	Buy	19,295 +2,175	+13%	+$61.9K	0.01%	797
2022 Q3	$425K	Buy	17,120 +1,258	+8%	+$34.2K	0.01%	887
2022 Q2	$423K	Buy	+15,862	New	+$452K	﹤0.01%	888

Other funds holding HTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

New York Life Investment Management sold out of Hilltop Holdings (HTH) in Q2 2024, closing a stake of 11,835 shares — an estimated $371K sold.

New York Life Investment Management first reported a position in HTH in Q2 2022 and held it in 8 quarters. The position peaked at $579K in Q4 2022. 187 funds tracked by Wall St. Rank hold HTH as of Q2 2024.

New York Life Investment Management reported no remaining Hilltop Holdings position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 11,835 Hilltop Holdings shares in Q2 2024, an estimated $371K.
New York Life Investment Management first reported a position in Hilltop Holdings in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's Hilltop Holdings position peaked at $579K in Q4 2022.
187 funds tracked by Wall St. Rank held Hilltop Holdings as of Q2 2024.

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