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New York Life Investment Management’s Spire SR Stock Holding History

New York Life Investment Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,905
Closed -$544K – 1375
2022
Q4 		$544K Buy
7,905
+848
+12% +$57.7K 0.01% 858
2022
Q3 		$440K Buy
7,057
+558
+9% +$39.9K 0.01% 851
2022
Q2 		$483K Buy
+6,499
New +$489K 0.01% 745

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Macquarie Group
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

New York Life Investment Management sold out of Spire (SR) in Q1 2023, closing a stake of 7,905 shares — an estimated $544K sold.

New York Life Investment Management first reported a position in SR in Q2 2022 and held it in 3 quarters. The position peaked at $544K in Q4 2022. 289 funds tracked by Wall St. Rank hold SR as of Q1 2023.

  • New York Life Investment Management reported no remaining Spire position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 7,905 Spire shares in Q1 2023, an estimated $544K.
  • New York Life Investment Management first reported a position in Spire in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Spire position peaked at $544K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held Spire as of Q1 2023.

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