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New York Life Investment Management’s Mercantile Bank Corp MBWM Stock Holding History

New York Life Investment Management’s Portfolio MBWM Stock Details MBWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,671
Closed -$372K – 1136
2024
Q1 		$372K Sell
9,671
-1,621
-14% -$61.8K ﹤0.01% 937
2023
Q4 		$456K Sell
11,292
-351
-3% -$12.3K ﹤0.01% 894
2023
Q3 		$360K Sell
11,643
-1,834
-14% -$59.9K ﹤0.01% 985
2023
Q2 		$372K Sell
13,477
-1,992
-13% -$55.2K ﹤0.01% 1103
2023
Q1 		$473K Buy
+15,469
New +$518K 0.01% 1038

Other funds holding MBWM

BlackRock
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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

New York Life Investment Management sold out of Mercantile Bank Corp (MBWM) in Q2 2024, closing a stake of 9,671 shares — an estimated $372K sold.

New York Life Investment Management first reported a position in MBWM in Q1 2023 and held it in 5 quarters. The position peaked at $473K in Q1 2023. 162 funds tracked by Wall St. Rank hold MBWM as of Q2 2024.

  • New York Life Investment Management reported no remaining Mercantile Bank Corp position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 9,671 Mercantile Bank Corp shares in Q2 2024, an estimated $372K.
  • New York Life Investment Management first reported a position in Mercantile Bank Corp in Q1 2023 and held it in 5 quarters.
  • New York Life Investment Management's Mercantile Bank Corp position peaked at $473K in Q1 2023.
  • 162 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2024.

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