NYLIM
WHD icon

New York Life Investment Management’s Cactus WHD Stock Holding History

New York Life Investment Management’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,999
Closed -$503K – 1407
2022
Q4 		$503K Buy
9,999
+1,128
+13% +$56.6K 0.01% 928
2022
Q3 		$341K Buy
8,871
+652
+8% +$26.1K ﹤0.01% 1046
2022
Q2 		$331K Buy
+8,219
New +$413K ﹤0.01% 1118

Other funds holding WHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

New York Life Investment Management sold out of Cactus (WHD) in Q1 2023, closing a stake of 9,999 shares — an estimated $503K sold.

New York Life Investment Management first reported a position in WHD in Q2 2022 and held it in 3 quarters. The position peaked at $503K in Q4 2022. 246 funds tracked by Wall St. Rank hold WHD as of Q1 2023.

  • New York Life Investment Management reported no remaining Cactus position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 9,999 Cactus shares in Q1 2023, an estimated $503K.
  • New York Life Investment Management first reported a position in Cactus in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Cactus position peaked at $503K in Q4 2022.
  • 246 funds tracked by Wall St. Rank held Cactus as of Q1 2023.

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