Junto Capital Management’s Bank of New York Mellon BNY Stock Holding History

Junto Capital 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
2023 Q2	–	Sell	-1,931,704	Closed	-$87.8M	–	73
2023 Q1	$87.8M	Buy	1,931,704 +790,674	+69%	+$38.3M	2.43%	8
2022 Q4	$51.9M	Buy	+1,141,030	New	+$48.9M	1.47%	22
2020 Q2	–	Sell	-1,223,646	Closed	-$41.2M	–	52
2020 Q1	$41.2M	Sell	1,223,646 -1,533,262	-56%	-$64.4M	2.98%	17
2019 Q4	$139M	Buy	2,756,908 +1,437,191	+109%	+$68.6M	6.55%	2
2019 Q3	$59.7M	Buy	+1,319,717	New	+$58.8M	3.55%	10
2016 Q1	–	Sell	-887,400	Closed	-$36.6M	–	20
2015 Q4	$36.6M	Buy	+887,400	New	+$37.3M	5.35%	9

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

DSA

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

Junto Capital Management's BNY Position: Q2 2023 in Review

Junto Capital Management sold out of Bank of New York Mellon (BNY) in Q2 2023, closing a stake of 1,931,704 shares — an estimated $87.8M sold.

Junto Capital Management first reported a position in BNY in Q4 2015 and held it in 6 quarters. The position peaked at $139M in Q4 2019. 1,080 funds tracked by Wall St. Rank hold BNY as of Q2 2023.

Junto Capital Management reported no remaining Bank of New York Mellon position as of Q2 2023 after selling out during the quarter.
Junto Capital Management sold 1,931,704 Bank of New York Mellon shares in Q2 2023, an estimated $87.8M.
Junto Capital Management first reported a position in Bank of New York Mellon in Q4 2015 and held it in 6 quarters.
Junto Capital Management's Bank of New York Mellon position peaked at $139M in Q4 2019.
1,080 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2023.

Based on Junto Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.