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New York Life Investment Management’s Southside Bancshares SBSI Stock Holding History

New York Life Investment Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,699
Closed -$371K – 1236
2024
Q1 		$371K Buy
+12,699
New +$378K ﹤0.01% 952

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

New York Life Investment Management sold out of Southside Bancshares (SBSI) in Q2 2024, closing a stake of 12,699 shares — an estimated $371K sold.

New York Life Investment Management first reported a position in SBSI in Q1 2024 and held it in 1 quarter. The position peaked at $371K in Q1 2024. 149 funds tracked by Wall St. Rank hold SBSI as of Q2 2024.

  • New York Life Investment Management reported no remaining Southside Bancshares position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 12,699 Southside Bancshares shares in Q2 2024, an estimated $371K.
  • New York Life Investment Management first reported a position in Southside Bancshares in Q1 2024 and held it in 1 quarter.
  • New York Life Investment Management's Southside Bancshares position peaked at $371K in Q1 2024.
  • 149 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2024.

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