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New York Life Investment Management’s UFP Technologies UFPT Stock Holding History

New York Life Investment Management’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,661
Closed -$458K – 1525
2023
Q4 		$458K Sell
2,661
-77
-3% -$12.5K ﹤0.01% 892
2023
Q3 		$442K Sell
2,738
-436
-14% -$76.4K ﹤0.01% 815
2023
Q2 		$615K Sell
3,174
-475
-13% -$73.5K 0.01% 644
2023
Q1 		$474K Buy
+3,649
New +$424K 0.01% 1024

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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 UFPT Position: Q1 2024 in Review

New York Life Investment Management sold out of UFP Technologies (UFPT) in Q1 2024, closing a stake of 2,661 shares — an estimated $458K sold.

New York Life Investment Management first reported a position in UFPT in Q1 2023 and held it in 4 quarters. The position peaked at $615K in Q2 2023. 220 funds tracked by Wall St. Rank hold UFPT as of Q1 2024.

  • New York Life Investment Management reported no remaining UFP Technologies position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 2,661 UFP Technologies shares in Q1 2024, an estimated $458K.
  • New York Life Investment Management first reported a position in UFP Technologies in Q1 2023 and held it in 4 quarters.
  • New York Life Investment Management's UFP Technologies position peaked at $615K in Q2 2023.
  • 220 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.