Epoch Investment Partners’s Bank of New York Mellon BNY Stock Holding History

Epoch Investment Partners’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
2024 Q4	–	Sell	-9,935	Closed	-$714K	–	292
2024 Q3	$714K	Sell	9,935 -198	-2%	-$13K	﹤0.01%	321
2024 Q2	$607K	Sell	10,133 -464	-4%	-$26.8K	﹤0.01%	340
2024 Q1	$611K	Buy	10,597 +6,081	+135%	+$335K	﹤0.01%	362
2023 Q4	$235K	Buy	+4,516	New	+$208K	﹤0.01%	405
2023 Q3	–	Sell	-4,516	Closed	-$201K	–	423
2023 Q2	$201K	Sell	4,516 -1,600	-26%	-$68.7K	﹤0.01%	439
2023 Q1	$278K	Sell	6,116 -17	-0.3%	-$824	﹤0.01%	423
2022 Q4	$279K	Sell	6,133 -50	-0.8%	-$2.14K	﹤0.01%	404
2022 Q3	$238K	Sell	6,183 -200	-3%	-$8.53K	﹤0.01%	420
2022 Q2	$266K	Hold	6,383	–	–	﹤0.01%	424
2022 Q1	$317K	Buy	+6,383	New	+$363K	﹤0.01%	423

Other funds holding BNY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Epoch Investment Partners's BNY Position: Q4 2024 in Review

Epoch Investment Partners sold out of Bank of New York Mellon (BNY) in Q4 2024, closing a stake of 9,935 shares — an estimated $714K sold.

Epoch Investment Partners first reported a position in BNY in Q1 2022 and held it in 10 quarters. The position peaked at $714K in Q3 2024. 1,439 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

Epoch Investment Partners reported no remaining Bank of New York Mellon position as of Q4 2024 after selling out during the quarter.
Epoch Investment Partners sold 9,935 Bank of New York Mellon shares in Q4 2024, an estimated $714K.
Epoch Investment Partners first reported a position in Bank of New York Mellon in Q1 2022 and held it in 10 quarters.
Epoch Investment Partners's Bank of New York Mellon position peaked at $714K in Q3 2024.
1,439 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.