New York Life Investment Management’s Provident Financial Services PFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-25,598	Closed	-$373K	–	1190
2024 Q1	$373K	Buy	+25,598	New	+$407K	﹤0.01%	918
2023 Q1	–	Sell	-24,240	Closed	-$518K	–	1341
2022 Q4	$518K	Buy	24,240 +2,731	+13%	+$58.6K	0.01%	900
2022 Q3	$419K	Buy	21,509 +1,580	+8%	+$36.9K	0.01%	907
2022 Q2	$444K	Buy	+19,929	New	+$446K	0.01%	808

Other funds holding PFS

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

New York Life Investment Management sold out of Provident Financial Services (PFS) in Q2 2024, closing a stake of 25,598 shares — an estimated $373K sold.

New York Life Investment Management first reported a position in PFS in Q2 2022 and held it in 4 quarters. The position peaked at $518K in Q4 2022. 253 funds tracked by Wall St. Rank hold PFS as of Q2 2024.

New York Life Investment Management reported no remaining Provident Financial Services position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 25,598 Provident Financial Services shares in Q2 2024, an estimated $373K.
New York Life Investment Management first reported a position in Provident Financial Services in Q2 2022 and held it in 4 quarters.
New York Life Investment Management's Provident Financial Services position peaked at $518K in Q4 2022.
253 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2024.

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