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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-975
Closed -$41K 108
2020
Q4
$41K Buy
+975
New +$37.4K 0.03% 173
2018
Q4
Sell
-975
Closed -$50K 105
2018
Q3
$50K Buy
+975
New +$51.3K 0.03% 166

Other funds holding BNY

Elm Advisors's BNY Position: Q1 2021 in Review

Elm Advisors sold out of Bank of New York Mellon (BNY) in Q1 2021, closing a stake of 975 shares — an estimated $41K sold.

Elm Advisors first reported a position in BNY in Q3 2018 and held it in 2 quarters. The position peaked at $50K in Q3 2018. 1,059 funds tracked by Wall St. Rank hold BNY as of Q1 2021.

  • Elm Advisors reported no remaining Bank of New York Mellon position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 975 Bank of New York Mellon shares in Q1 2021, an estimated $41K.
  • Elm Advisors first reported a position in Bank of New York Mellon in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Bank of New York Mellon position peaked at $50K in Q3 2018.
  • 1,059 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.