NYLIM
MPB icon

New York Life Investment Management’s Mid Penn Bancorp MPB Stock Holding History

New York Life Investment Management’s Portfolio MPB Stock Details MPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,590
Closed -$330K – 1454
2023
Q4 		$330K Sell
13,590
-312
-2% -$6.64K ﹤0.01% 1159
2023
Q3 		$280K Sell
13,902
-2,191
-14% -$48.5K ﹤0.01% 1194
2023
Q2 		$355K Sell
16,093
-2,218
-12% -$50.7K ﹤0.01% 1156
2023
Q1 		$469K Buy
+18,311
New +$542K 0.01% 1090

Other funds holding MPB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCCPV
Castle Creek Capital Partners VI San Diego, California $55.9M AUM 7.91% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

New York Life Investment Management sold out of Mid Penn Bancorp (MPB) in Q1 2024, closing a stake of 13,590 shares — an estimated $330K sold.

New York Life Investment Management first reported a position in MPB in Q1 2023 and held it in 4 quarters. The position peaked at $469K in Q1 2023. 91 funds tracked by Wall St. Rank hold MPB as of Q1 2024.

  • New York Life Investment Management reported no remaining Mid Penn Bancorp position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 13,590 Mid Penn Bancorp shares in Q1 2024, an estimated $330K.
  • New York Life Investment Management first reported a position in Mid Penn Bancorp in Q1 2023 and held it in 4 quarters.
  • New York Life Investment Management's Mid Penn Bancorp position peaked at $469K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2024.

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