GFS
BNY

GYL Financial Synergies’s Bank of New York Mellon BNY Stock Holding History

GYL Financial Synergies’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
Q3 		$1.21M Sell
16,897
-582
-3% -$38.3K 0.09% 171
2024
Q2 		$1.05M Buy
17,479
+89
+0.5% +$5.15K 0.08% 179
2024
Q1 		$1M Sell
17,390
-8
-0% -$440 0.08% 182
2023
Q4 		$906K Sell
17,398
-180
-1% -$8.29K 0.07% 190
2023
Q3 		$750K Sell
17,578
-173
-1% -$7.71K 0.07% 202
2023
Q2 		$790K Sell
17,751
-639
-3% -$27.4K 0.07% 199
2023
Q1 		$836K Buy
18,390
+7,549
+70% +$366K 0.1% 139
2022
Q4 		$493K Buy
10,841
+407
+4% +$17.5K 0.11% 130
2022
Q3 		$402K Buy
10,434
+39
+0.4% +$1.66K 0.11% 123
2022
Q2 		$434K Buy
10,395
+191
+2% +$8.51K 0.12% 111
2022
Q1 		$506K Sell
10,204
-214
-2% -$12.2K 0.12% 108
2021
Q4 		$605K Buy
10,418
+150
+1% +$8.63K 0.16% 101
2021
Q3 		$532K Sell
10,268
-642
-6% -$33.4K 0.27% 94
2021
Q2 		$559K Sell
10,910
-147
-1% -$7.36K 0.29% 86
2021
Q1 		$523K Sell
11,057
-6,900
-38% -$304K 0.29% 88
2020
Q4 		$762K Sell
17,957
-1,741
-9% -$66.9K 0.44% 54
2020
Q3 		$676K Buy
19,698
+2,656
+16% +$96.7K 0.44% 54
2020
Q2 		$659K Sell
17,042
-1,066
-6% -$39K 0.48% 47
2020
Q1 		$610K Buy
18,108
+1,716
+10% +$72.1K 0.39% 50
2019
Q4 		$825K Buy
16,392
+331
+2% +$15.8K 0.36% 51
2019
Q3 		$726K Buy
16,061
+3,177
+25% +$141K 0.36% 55
2019
Q2 		$569K Buy
12,884
+261
+2% +$12.3K 0.3% 62
2019
Q1 		$637K Buy
12,623
+59
+0.5% +$3.04K 0.36% 57
2018
Q4 		$591K Buy
+12,564
New +$610K 0.43% 49

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GYL Financial Synergies's BNY Position: Q3 2024 in Review

GYL Financial Synergies reduced its Bank of New York Mellon (BNY) stake by 3.3% in Q3 2024, selling an estimated $38.3K and leaving 16,897 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #171.

GYL Financial Synergies first reported a position in BNY in Q4 2018 and has held it in 24 quarters since. 1,290 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

  • GYL Financial Synergies held 16,897 shares of Bank of New York Mellon worth $1.21M as of Q3 2024.
  • GYL Financial Synergies sold 582 Bank of New York Mellon shares in Q3 2024, an estimated $38.3K.
  • Bank of New York Mellon made up 0.09% of GYL Financial Synergies's portfolio in Q3 2024, its #171 holding.
  • GYL Financial Synergies first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 24 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.