Bluefin Capital Management’s Bank of New York Mellon BNY Stock Holding History

Bluefin Capital Management’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
2017 Q1	–	Sell	-15,000	Closed	-$4K	–	483
2016 Q4	$4K	Buy	15,000 +7,900	+111%	+$356K	﹤0.01%	498
2016 Q3	$11K	Buy	+7,100	New	+$284K	﹤0.01%	395

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

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

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

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Bluefin Capital Management's BNY Position: Q1 2022 in Review

Bluefin Capital Management sold out of Bank of New York Mellon (BNY) in Q1 2022, closing a stake of 3,700 shares — an estimated $215K sold.

Bluefin Capital Management first reported a position in BNY in Q3 2013 and held it in 8 quarters. The position peaked at $1.7M in Q2 2014. 1,143 funds tracked by Wall St. Rank hold BNY as of Q1 2022.

Bluefin Capital Management reported no remaining Bank of New York Mellon position as of Q1 2022 after selling out during the quarter.
Bluefin Capital Management sold 3,700 Bank of New York Mellon shares in Q1 2022, an estimated $215K.
Bluefin Capital Management first reported a position in Bank of New York Mellon in Q3 2013 and held it in 8 quarters.
Bluefin Capital Management's Bank of New York Mellon position peaked at $1.7M in Q2 2014.
1,143 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2022.

Based on Bluefin Capital Management's 13F filing for Q1 2022, filed 16 May 2022.