DIM
BNY

DC Investments Management’s Bank of New York Mellon BNY Stock Holding History

DC Investments 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
2019
Q4 		– Sell
-5,726
Closed -$259K – 243
2019
Q3 		$259K Hold
5,726
– – 0.15% 268
2019
Q2 		$253K Buy
+5,726
New +$269K 0.14% 268

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

DC Investments Management's BNY Position: Q4 2019 in Review

DC Investments Management sold out of Bank of New York Mellon (BNY) in Q4 2019, closing a stake of 5,726 shares — an estimated $259K sold.

DC Investments Management first reported a position in BNY in Q2 2019 and held it in 2 quarters. The position peaked at $259K in Q3 2019. 1,065 funds tracked by Wall St. Rank hold BNY as of Q4 2019.

  • DC Investments Management reported no remaining Bank of New York Mellon position as of Q4 2019 after selling out during the quarter.
  • DC Investments Management sold 5,726 Bank of New York Mellon shares in Q4 2019, an estimated $259K.
  • DC Investments Management first reported a position in Bank of New York Mellon in Q2 2019 and held it in 2 quarters.
  • DC Investments Management's Bank of New York Mellon position peaked at $259K in Q3 2019.
  • 1,065 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2019.

Based on DC Investments Management's 13F filing for Q4 2019, filed 7 Feb 2020.