Berman Capital Advisors’s Bank of New York Mellon BNY Stock Holding History

Berman Capital 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
2021 Q3	$250K	Buy	4,827 +1,697	+54%	+$88.2K	0.04%	229
2021 Q2	$160K	Buy	3,130 +236	+8%	+$11.8K	0.03%	275
2021 Q1	$136K	Buy	2,894 +822	+40%	+$36.2K	0.03%	245
2020 Q4	$87K	Buy	2,072 +859	+71%	+$33K	0.02%	278
2020 Q3	$41K	Sell	1,213 -84	-6%	-$3.06K	0.01%	396
2020 Q2	$50K	Buy	1,297 +318	+32%	+$11.6K	0.01%	323
2020 Q1	$32K	Buy	979 +362	+59%	+$15.2K	0.01%	375
2019 Q4	$31K	Hold	617	–	–	0.01%	419
2019 Q3	$27K	Sell	617 -287	-32%	-$12.8K	0.01%	423
2019 Q2	$39K	Sell	904 -6	-0.7%	-$282	0.01%	351
2019 Q1	$45K	Buy	910 +195	+27%	+$10.1K	0.02%	287
2018 Q4	$33K	Buy	+715	New	+$34.7K	0.01%	296

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Berman Capital Advisors's BNY Position: Q3 2021 in Review

Berman Capital Advisors increased its Bank of New York Mellon (BNY) stake by 54% in Q3 2021, buying an estimated $88.2K and bringing the position to 4,827 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #229.

Berman Capital Advisors first reported a position in BNY in Q4 2018 and has held it in 12 quarters since. 1,052 funds tracked by Wall St. Rank hold BNY as of Q3 2021.

Berman Capital Advisors held 4,827 shares of Bank of New York Mellon worth $250K as of Q3 2021.
Berman Capital Advisors bought 1,697 Bank of New York Mellon shares in Q3 2021, an estimated $88.2K.
Bank of New York Mellon made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #229 holding.
Berman Capital Advisors first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 12 quarters since.
1,052 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.