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New York Life Investment Management’s Shenandoah Telecom SHEN Stock Holding History

New York Life Investment Management’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23,996
Closed -$381K – 1366
2022
Q4 		$381K Buy
23,996
+2,649
+12% +$48.5K ﹤0.01% 1061
2022
Q3 		$363K Buy
21,347
+1,570
+8% +$33.5K ﹤0.01% 1013
2022
Q2 		$439K Buy
+19,777
New +$447K 0.01% 826

Other funds holding SHEN

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
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

New York Life Investment Management's SHEN Position: Q1 2023 in Review

New York Life Investment Management sold out of Shenandoah Telecom (SHEN) in Q1 2023, closing a stake of 23,996 shares — an estimated $381K sold.

New York Life Investment Management first reported a position in SHEN in Q2 2022 and held it in 3 quarters. The position peaked at $439K in Q2 2022. 127 funds tracked by Wall St. Rank hold SHEN as of Q1 2023.

  • New York Life Investment Management reported no remaining Shenandoah Telecom position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 23,996 Shenandoah Telecom shares in Q1 2023, an estimated $381K.
  • New York Life Investment Management first reported a position in Shenandoah Telecom in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Shenandoah Telecom position peaked at $439K in Q2 2022.
  • 127 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.