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New York Life Investment Management’s OrthoPediatrics KIDS Stock Holding History

New York Life Investment Management’s Portfolio KIDS Stock Details KIDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,828
Closed -$254K – 1435
2023
Q4 		$254K Sell
7,828
-211
-3% -$6.12K ﹤0.01% 1262
2023
Q3 		$257K Sell
8,039
-1,266
-14% -$48.8K ﹤0.01% 1231
2023
Q2 		$408K Sell
9,305
-1,753
-16% -$80.8K ﹤0.01% 964
2023
Q1 		$490K Buy
+11,058
New +$489K 0.01% 733

Other funds holding KIDS

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

New York Life Investment Management's KIDS Position: Q1 2024 in Review

New York Life Investment Management sold out of OrthoPediatrics (KIDS) in Q1 2024, closing a stake of 7,828 shares — an estimated $254K sold.

New York Life Investment Management first reported a position in KIDS in Q1 2023 and held it in 4 quarters. The position peaked at $490K in Q1 2023. 121 funds tracked by Wall St. Rank hold KIDS as of Q1 2024.

  • New York Life Investment Management reported no remaining OrthoPediatrics position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 7,828 OrthoPediatrics shares in Q1 2024, an estimated $254K.
  • New York Life Investment Management first reported a position in OrthoPediatrics in Q1 2023 and held it in 4 quarters.
  • New York Life Investment Management's OrthoPediatrics position peaked at $490K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.