Strategic Advisors’s Blue Foundry Bancorp BLFY Stock Holding History

Strategic Advisors’s Portfolio BLFY Stock Details BLFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-14,470	Closed	-$135K	–	202
2024 Q1	$135K	Sell	14,470 -5,530	-28%	-$51.9K	0.03%	197
2023 Q4	$193K	Hold	20,000	–	–	0.04%	194
2023 Q3	$167K	Hold	20,000	–	–	0.03%	187
2023 Q2	$202K	Hold	20,000	–	–	0.04%	185
2023 Q1	$190K	Hold	20,000	–	–	0.04%	193
2022 Q4	$257K	Sell	20,000 -7,000	-26%	-$86.7K	0.06%	166
2022 Q3	$301K	Sell	27,000 -1,150	-4%	-$13.4K	0.07%	148
2022 Q2	$337K	Sell	28,150 -4,670	-14%	-$57.7K	0.07%	148
2022 Q1	$444K	Sell	32,820 -3,500	-10%	-$49.4K	0.08%	147
2021 Q4	$531K	Hold	36,320	–	–	0.08%	144
2021 Q3	$500K	Buy	+36,320	New	+$487K	0.11%	135

Other funds holding BLFY

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Strategic Advisors's BLFY Position: Q2 2024 in Review

Strategic Advisors sold out of Blue Foundry Bancorp (BLFY) in Q2 2024, closing a stake of 14,470 shares — an estimated $135K sold.

Strategic Advisors first reported a position in BLFY in Q3 2021 and held it in 11 quarters. The position peaked at $531K in Q4 2021. 68 funds tracked by Wall St. Rank hold BLFY as of Q2 2024.

Strategic Advisors reported no remaining Blue Foundry Bancorp position as of Q2 2024 after selling out during the quarter.
Strategic Advisors sold 14,470 Blue Foundry Bancorp shares in Q2 2024, an estimated $135K.
Strategic Advisors first reported a position in Blue Foundry Bancorp in Q3 2021 and held it in 11 quarters.
Strategic Advisors's Blue Foundry Bancorp position peaked at $531K in Q4 2021.
68 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q2 2024.

Based on Strategic Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.