Essex Investment Management’s Bank of New York Mellon BNY Stock Holding History

Essex Investment 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
2022 Q4	–	Sell	-84	Closed	-$3K	–	397
2022 Q3	$3K	Hold	84	–	–	﹤0.01%	398
2022 Q2	$4K	Hold	84	–	–	﹤0.01%	410
2022 Q1	$4K	Hold	84	–	–	﹤0.01%	383
2021 Q4	$5K	Hold	84	–	–	﹤0.01%	395
2021 Q3	$4K	Hold	84	–	–	﹤0.01%	409
2021 Q2	$4K	Hold	84	–	–	﹤0.01%	409
2021 Q1	$4K	Hold	84	–	–	﹤0.01%	435
2020 Q4	$4K	Hold	84	–	–	﹤0.01%	458
2020 Q3	$3K	Hold	84	–	–	﹤0.01%	466
2020 Q2	$3K	Hold	84	–	–	﹤0.01%	408
2020 Q1	$3K	Hold	84	–	–	﹤0.01%	377
2019 Q4	$4K	Hold	84	–	–	﹤0.01%	457
2019 Q3	$4K	Hold	84	–	–	﹤0.01%	449
2019 Q2	$4K	Hold	84	–	–	﹤0.01%	458
2019 Q1	$4K	Hold	84	–	–	﹤0.01%	462
2018 Q4	$4K	Buy	+84	New	+$4.08K	﹤0.01%	457

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Essex Investment Management's BNY Position: Q4 2022 in Review

Essex Investment Management sold out of Bank of New York Mellon (BNY) in Q4 2022, closing a stake of 84 shares — an estimated $3K sold.

Essex Investment Management first reported a position in BNY in Q4 2018 and held it in 16 quarters. The position peaked at $5K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold BNY as of Q4 2022.

Essex Investment Management reported no remaining Bank of New York Mellon position as of Q4 2022 after selling out during the quarter.
Essex Investment Management sold 84 Bank of New York Mellon shares in Q4 2022, an estimated $3K.
Essex Investment Management first reported a position in Bank of New York Mellon in Q4 2018 and held it in 16 quarters.
Essex Investment Management's Bank of New York Mellon position peaked at $5K in Q4 2021.
1,121 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2022.

Based on Essex Investment Management's 13F filing for Q4 2022, filed 3 Feb 2023.