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New York Life Investment Management’s 1st Source SRCE Stock Holding History

New York Life Investment Management’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,099
Closed -$372K – 1262
2024
Q1 		$372K Buy
+7,099
New +$364K ﹤0.01% 940
2023
Q1 		– Sell
-12,265
Closed -$651K – 1376
2022
Q4 		$651K Buy
12,265
+1,315
+12% +$71.6K 0.01% 719
2022
Q3 		$507K Buy
10,950
+867
+9% +$41.2K 0.01% 730
2022
Q2 		$458K Buy
+10,083
New +$455K 0.01% 776

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

New York Life Investment Management sold out of 1st Source (SRCE) in Q2 2024, closing a stake of 7,099 shares — an estimated $372K sold.

New York Life Investment Management first reported a position in SRCE in Q2 2022 and held it in 4 quarters. The position peaked at $651K in Q4 2022. 152 funds tracked by Wall St. Rank hold SRCE as of Q2 2024.

  • New York Life Investment Management reported no remaining 1st Source position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 7,099 1st Source shares in Q2 2024, an estimated $372K.
  • New York Life Investment Management first reported a position in 1st Source in Q2 2022 and held it in 4 quarters.
  • New York Life Investment Management's 1st Source position peaked at $651K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held 1st Source as of Q2 2024.

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