Angeles Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Angeles Investment Advisors’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,554	Closed	-$378K	–	217
2024 Q1	$378K	Buy	6,554 +652	+11%	+$35.9K	0.02%	144
2023 Q4	$307K	Sell	5,902 -29	-0.5%	-$1.34K	0.02%	148
2023 Q3	$253K	Sell	5,931 -959	-14%	-$42.7K	0.02%	151
2023 Q2	$307K	Buy	6,890 +1,943	+39%	+$83.4K	0.03%	113
2023 Q1	$225K	Buy	+4,947	New	+$240K	0.02%	141

Other funds holding BNY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Angeles Investment Advisors's BNY Position: Q2 2024 in Review

Angeles Investment Advisors sold out of Bank of New York Mellon (BNY) in Q2 2024, closing a stake of 6,554 shares — an estimated $378K sold.

Angeles Investment Advisors first reported a position in BNY in Q1 2023 and held it in 5 quarters. The position peaked at $378K in Q1 2024. 1,249 funds tracked by Wall St. Rank hold BNY as of Q2 2024.

Angeles Investment Advisors reported no remaining Bank of New York Mellon position as of Q2 2024 after selling out during the quarter.
Angeles Investment Advisors sold 6,554 Bank of New York Mellon shares in Q2 2024, an estimated $378K.
Angeles Investment Advisors first reported a position in Bank of New York Mellon in Q1 2023 and held it in 5 quarters.
Angeles Investment Advisors's Bank of New York Mellon position peaked at $378K in Q1 2024.
1,249 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2024.

Based on Angeles Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.