Independent Investors Inc’s Bank of New York Mellon BNY Stock Holding History

Independent Investors Inc’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 Q1	–	Sell	-5,203	Closed	-$221K	–	73
2020 Q4	$221K	Sell	5,203 -16,000	-75%	-$614K	0.06%	70
2020 Q3	$728K	Hold	21,203	–	–	0.21%	50
2020 Q2	$819K	Hold	21,203	–	–	0.28%	49
2020 Q1	$714K	Hold	21,203	–	–	0.3%	50
2019 Q4	$1.07M	Buy	21,203 +50	+0.2%	+$2.39K	0.35%	46
2019 Q3	$956K	Hold	21,153	–	–	0.36%	47
2019 Q2	$933K	Hold	21,153	–	–	0.36%	48
2019 Q1	$1.07M	Hold	21,153	–	–	0.42%	46
2018 Q4	$995K	Hold	21,153	–	–	0.43%	46
2018 Q3	$1.08M	Hold	21,153	–	–	0.38%	49
2018 Q2	$1.14M	Hold	21,153	–	–	0.45%	45
2018 Q1	$1.09M	Hold	21,153	–	–	0.43%	47
2017 Q4	$1.14M	Buy	21,153 +1,153	+6%	+$61.4K	0.44%	47
2017 Q3	$1.06M	Hold	20,000	–	–	0.44%	50
2017 Q2	$1.02M	Hold	20,000	–	–	0.44%	51
2017 Q1	$944K	Sell	20,000 -500	-2%	-$23.4K	0.4%	53
2016 Q4	$971K	Hold	20,500	–	–	0.45%	52
2016 Q3	$817K	Hold	20,500	–	–	0.38%	54
2016 Q2	$796K	Hold	20,500	–	–	0.39%	54
2016 Q1	$755K	Hold	20,500	–	–	0.36%	55
2015 Q4	$845K	Hold	20,500	–	–	0.41%	56
2015 Q3	$802K	Hold	20,500	–	–	0.4%	58
2015 Q2	$860K	Hold	20,500	–	–	0.39%	58
2015 Q1	$824K	Hold	20,500	–	–	0.37%	54
2014 Q4	$831K	Sell	20,500 -921	-4%	-$36K	0.37%	55
2014 Q3	$829K	Hold	21,421	–	–	0.37%	56
2014 Q2	$802K	Hold	21,421	–	–	0.36%	58
2014 Q1	$755K	Hold	21,421	–	–	0.36%	59
2013 Q4	$748K	Hold	21,421	–	–	0.36%	59
2013 Q3	$646K	Hold	21,421	–	–	0.34%	64
2013 Q2	$600K	Buy	+21,421	New	+$615K	0.33%	66

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Independent Investors Inc's BNY Position: Q1 2021 in Review

Independent Investors Inc sold out of Bank of New York Mellon (BNY) in Q1 2021, closing a stake of 5,203 shares — an estimated $221K sold.

Independent Investors Inc first reported a position in BNY in Q2 2013 and held it in 31 quarters. The position peaked at $1.14M in Q2 2018. 1,060 funds tracked by Wall St. Rank hold BNY as of Q1 2021.

Independent Investors Inc reported no remaining Bank of New York Mellon position as of Q1 2021 after selling out during the quarter.
Independent Investors Inc sold 5,203 Bank of New York Mellon shares in Q1 2021, an estimated $221K.
Independent Investors Inc first reported a position in Bank of New York Mellon in Q2 2013 and held it in 31 quarters.
Independent Investors Inc's Bank of New York Mellon position peaked at $1.14M in Q2 2018.
1,060 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2021.

Based on Independent Investors Inc's 13F filing for Q1 2021, filed 26 Apr 2021.