New York Life Investment Management’s Piper Sandler PIPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,356	Closed	-$365K	–	1193
2024 Q1	$365K	Sell	7,356 -2,604	-26%	-$119K	﹤0.01%	1102
2023 Q4	$435K	Sell	9,960 -312	-3%	-$11.9K	﹤0.01%	937
2023 Q3	$373K	Sell	10,272 -1,620	-14%	-$58.5K	﹤0.01%	951
2023 Q2	$384K	Sell	11,892 -2,116	-15%	-$69.9K	﹤0.01%	1062
2023 Q1	$485K	Sell	14,008 -3,276	-19%	-$117K	0.01%	788
2022 Q4	$563K	Buy	17,284 +1,944	+13%	+$63.5K	0.01%	825
2022 Q3	$402K	Buy	15,340 +1,128	+8%	+$32.8K	﹤0.01%	941
2022 Q2	$403K	Buy	+14,212	New	+$429K	﹤0.01%	955

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

New York Life Investment Management sold out of Piper Sandler (PIPR) in Q2 2024, closing a stake of 7,356 shares — an estimated $365K sold.

New York Life Investment Management first reported a position in PIPR in Q2 2022 and held it in 8 quarters. The position peaked at $563K in Q4 2022. 311 funds tracked by Wall St. Rank hold PIPR as of Q2 2024.

New York Life Investment Management reported no remaining Piper Sandler position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 7,356 Piper Sandler shares in Q2 2024, an estimated $365K.
New York Life Investment Management first reported a position in Piper Sandler in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's Piper Sandler position peaked at $563K in Q4 2022.
311 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2024.

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