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

FJ Investments’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 Q1	–	Sell	-19,004	Closed	-$989K	–	56
2023 Q4	$989K	Buy	+19,004	New	+$875K	0.05%	213

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 $191B AUM 17.5% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

FJ Investments's BNY Position: Q1 2024 in Review

FJ Investments sold out of Bank of New York Mellon (BNY) in Q1 2024, closing a stake of 19,004 shares — an estimated $989K sold.

FJ Investments first reported a position in BNY in Q4 2023 and held it in 1 quarter. The position peaked at $989K in Q4 2023. 1,252 funds tracked by Wall St. Rank hold BNY as of Q1 2024.

FJ Investments reported no remaining Bank of New York Mellon position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 19,004 Bank of New York Mellon shares in Q1 2024, an estimated $989K.
FJ Investments first reported a position in Bank of New York Mellon in Q4 2023 and held it in 1 quarter.
FJ Investments's Bank of New York Mellon position peaked at $989K in Q4 2023.
1,252 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.