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

HawsGoodwin 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
2021 Q4	$2.63M	Sell	45,209 -526	-1%	-$30.2K	0.77%	32
2021 Q3	$2.37M	Sell	45,735 -48	-0.1%	-$2.5K	0.72%	33
2021 Q2	$2.35M	Buy	45,783 +330	+0.7%	+$16.5K	0.72%	33
2021 Q1	$2.15M	Buy	45,453 +6,963	+18%	+$306K	0.69%	35
2020 Q4	$1.63M	Buy	38,490 +8,401	+28%	+$323K	0.51%	44
2020 Q3	$1.03M	Buy	30,089 +5,490	+22%	+$200K	0.37%	60
2020 Q2	$951K	Sell	24,599 -4,766	-16%	-$174K	0.37%	62
2020 Q1	$989K	Sell	29,365 -3,030	-9%	-$127K	0.5%	59
2019 Q4	$1.63M	Buy	+32,395	New	+$1.55M	0.85%	41

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

HawsGoodwin Investment Management's BNY Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its Bank of New York Mellon (BNY) stake by 1.2% in Q4 2021, selling an estimated $30.2K and leaving 45,209 shares worth $2.63M. The position accounts for 0.77% of the portfolio, ranked #32.

HawsGoodwin Investment Management first reported a position in BNY in Q4 2019 and has held it in 9 quarters since. 1,152 funds tracked by Wall St. Rank hold BNY as of Q4 2021.

HawsGoodwin Investment Management held 45,209 shares of Bank of New York Mellon worth $2.63M as of Q4 2021.
HawsGoodwin Investment Management sold 526 Bank of New York Mellon shares in Q4 2021, an estimated $30.2K.
Bank of New York Mellon made up 0.77% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #32 holding.
HawsGoodwin Investment Management first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 9 quarters since.
1,152 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.