JIP
BNY

Jaffetilchin Investment Partners’s Bank of New York Mellon BNY Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-228
Closed -$16.4K – 477
2024
Q3 		$16.4K Buy
+228
New +$15K ﹤0.01% 806
2017
Q2 		– Sell
-10,319
Closed -$487K – 226
2017
Q1 		$487K Sell
10,319
-4
-0% -$187 0.12% 138
2016
Q4 		$489K Buy
+10,323
New +$466K 0.15% 119

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 $182B AUM 14.68% 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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jaffetilchin Investment Partners's BNY Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Bank of New York Mellon (BNY) in Q4 2024, closing a stake of 228 shares — an estimated $16.4K sold.

Jaffetilchin Investment Partners first reported a position in BNY in Q4 2016 and held it in 3 quarters. The position peaked at $489K in Q4 2016. 1,439 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Bank of New York Mellon position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 228 Bank of New York Mellon shares in Q4 2024, an estimated $16.4K.
  • Jaffetilchin Investment Partners first reported a position in Bank of New York Mellon in Q4 2016 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Bank of New York Mellon position peaked at $489K in Q4 2016.
  • 1,439 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.