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New York Life Investment Management’s StepStone Group STEP Stock Holding History

New York Life Investment Management’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,160
Closed -$432K – 1381
2022
Q4 		$432K Buy
17,160
+1,937
+13% +$54.1K ﹤0.01% 1019
2022
Q3 		$373K Buy
15,223
+1,117
+8% +$30.4K ﹤0.01% 998
2022
Q2 		$367K Buy
+14,106
New +$384K ﹤0.01% 1059

Other funds holding STEP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

New York Life Investment Management sold out of StepStone Group (STEP) in Q1 2023, closing a stake of 17,160 shares — an estimated $432K sold.

New York Life Investment Management first reported a position in STEP in Q2 2022 and held it in 3 quarters. The position peaked at $432K in Q4 2022. 120 funds tracked by Wall St. Rank hold STEP as of Q1 2023.

  • New York Life Investment Management reported no remaining StepStone Group position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 17,160 StepStone Group shares in Q1 2023, an estimated $432K.
  • New York Life Investment Management first reported a position in StepStone Group in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's StepStone Group position peaked at $432K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held StepStone Group as of Q1 2023.

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