NYLIM
UBA

New York Life Investment Management’s Urstadt Biddle Properties Inc. Class A UBA Stock Holding History

New York Life Investment Management’s Portfolio UBA Stock Details UBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30,156
Closed -$571K – 1468
2022
Q4 		$571K Buy
30,156
+3,398
+13% +$62.1K 0.01% 813
2022
Q3 		$415K Buy
26,758
+1,966
+8% +$33.5K 0.01% 919
2022
Q2 		$402K Buy
+24,792
New +$429K ﹤0.01% 959

Other funds holding UBA

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

New York Life Investment Management sold out of Urstadt Biddle Properties Inc. Class A (UBA) in Q1 2023, closing a stake of 30,156 shares — an estimated $571K sold.

New York Life Investment Management first reported a position in UBA in Q2 2022 and held it in 3 quarters. The position peaked at $571K in Q4 2022. 161 funds tracked by Wall St. Rank hold UBA as of Q1 2023.

  • New York Life Investment Management reported no remaining Urstadt Biddle Properties Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 30,156 Urstadt Biddle Properties Inc. Class A shares in Q1 2023, an estimated $571K.
  • New York Life Investment Management first reported a position in Urstadt Biddle Properties Inc. Class A in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Urstadt Biddle Properties Inc. Class A position peaked at $571K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. Class A as of Q1 2023.

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