New York Life Investment Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

As one of the leading investment management firms in the United States, New York Life Investment Management LLC regularly publishes its quarterly 13-f filings. These filings give a detailed account of the company's investment holdings, including the number of shares and their value.

In this Q3 2022 vs. Q4 2022 comparison, we take a look at the changes in holdings of the fund. From big tech names like Apple and Microsoft to pharmaceutical giants like Merck and Pfizer, the fund holds a diverse portfolio of companies.

Apple Inc: A Minimal Drop in Holdings

The fund slightly reduced its holdings in Apple by 6.5%, with a decrease from 2,388,048 shares to 2,375,693 shares. However, the fund maintained its position as one of the largest institutional investors in the company.

IndexIQ ETF TR: A Combination of Increases and Decreases

The fund made a combination of increases and decreases in its holdings in several IndexIQ ETFs. While IQSI and IQIN saw an increase in the number of shares held, CLRG and HFXI saw a decrease. Meanwhile, the fund's holdings in IQSU remained relatively stable, with a 4.5% increase in value from Q3 to Q4.

Microsoft Corp: Slight Increase in Holdings

New York Life Investment Management LLC increased its stake in Microsoft by 3%, holding 1,179,795 shares in Q4 2022, up from 1,179,823 shares in Q3 2022.

Amazon: A Significant Drop in Holdings

The fund significantly decreased its holdings in Amazon by 25.6%, with a decrease from 1,398,047 shares to 1,400,073 shares.

Other Top Holdings

New York Life Investment Management LLC also made significant changes to some of its other top holdings, including:

- UnitedHealth Group Inc: A 4.9% increase in the number of shares held.

- Johnson & Johnson: A 7.7% increase in the number of shares held.

- Pfizer Inc: A 16.9% increase in the number of shares held.

- NVIDIA Corporation: A 19.8% increase in the number of shares held.

- Chevron Corp New: A 23% increase in the number of shares held.

Conclusion

In conclusion, New York Life Investment Management LLC's Q3 2022 vs. Q4 2022 13F filings revealed some interesting changes in investment holdings. While some companies saw increases in shares held, others experienced a decrease. Nonetheless, the fund remains confident in its diversified portfolio and expects to continue yielding impressive returns for its investors.