Enlightenment Research’s Bank of New York Mellon BNY Stock Holding History

Enlightenment Research’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
2022 Q2	–	Sell	-12,800	Closed	-$635K	–	111
2022 Q1	$635K	Buy	12,800 +2,400	+23%	+$136K	0.84%	29
2021 Q4	$463K	Buy	+10,400	New	+$598K	0.66%	44
2019 Q3	–	Sell	-7,500	Closed	-$320K	–	115
2019 Q2	$320K	Buy	7,500 +1,800	+32%	+$84.6K	0.16%	160
2019 Q1	$287K	Buy	5,700 +4,100	+256%	+$211K	0.56%	57
2018 Q4	$75K	Buy	+1,600	New	+$77.7K	0.09%	232

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $59B AUM 32.99% 1-Year Est. Return

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

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

Enlightenment Research's BNY Position: Q2 2022 in Review

Enlightenment Research sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 12,800 shares — an estimated $635K sold.

Enlightenment Research first reported a position in BNY in Q4 2018 and held it in 5 quarters. The position peaked at $635K in Q1 2022. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

Enlightenment Research reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
Enlightenment Research sold 12,800 Bank of New York Mellon shares in Q2 2022, an estimated $635K.
Enlightenment Research first reported a position in Bank of New York Mellon in Q4 2018 and held it in 5 quarters.
Enlightenment Research's Bank of New York Mellon position peaked at $635K in Q1 2022.
1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.