New York Life Investment Management’s International Bancshares IBOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,621	Closed	-$372K	–	1080
2024 Q1	$372K	Sell	6,621 -1,443	-18%	-$76.6K	﹤0.01%	946
2023 Q4	$438K	Sell	8,064 -251	-3%	-$11.6K	﹤0.01%	932
2023 Q3	$360K	Sell	8,315 -1,310	-14%	-$59.9K	﹤0.01%	984
2023 Q2	$425K	Sell	9,625 -1,395	-13%	-$60.7K	﹤0.01%	899
2023 Q1	$472K	Buy	+11,020	New	+$501K	0.01%	1057

Other funds holding IBOC

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NRCM

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

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

New York Life Investment Management sold out of International Bancshares (IBOC) in Q2 2024, closing a stake of 6,621 shares — an estimated $372K sold.

New York Life Investment Management first reported a position in IBOC in Q1 2023 and held it in 5 quarters. The position peaked at $472K in Q1 2023. 209 funds tracked by Wall St. Rank hold IBOC as of Q2 2024.

New York Life Investment Management reported no remaining International Bancshares position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 6,621 International Bancshares shares in Q2 2024, an estimated $372K.
New York Life Investment Management first reported a position in International Bancshares in Q1 2023 and held it in 5 quarters.
New York Life Investment Management's International Bancshares position peaked at $472K in Q1 2023.
209 funds tracked by Wall St. Rank held International Bancshares as of Q2 2024.

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