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

Jupiter 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
2020 Q2	$24.7M	Buy	638,211 +166,757	+35%	+$6.1M	0.39%	80
2020 Q1	$15.9M	Buy	471,454 +446,517	+1,791%	+$18.8M	0.31%	88
2019 Q4	$1.25M	Buy	+24,937	New	+$1.19M	0.02%	309
2015 Q1	–	Sell	-51,400	Closed	-$2.08M	–	337
2014 Q4	$2.08M	Buy	+51,400	New	+$2.01M	0.07%	193
2013 Q3	–	Sell	-340,800	Closed	-$9.56M	–	278
2013 Q2	$9.56M	Buy	+340,800	New	+$9.79M	1.15%	7

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Jupiter Investment Management's BNY Position: Q2 2020 in Review

Jupiter Investment Management increased its Bank of New York Mellon (BNY) stake by 35% in Q2 2020, buying an estimated $6.1M and bringing the position to 638,211 shares worth $24.7M. The position accounts for 0.39% of the portfolio, ranked #80.

Jupiter Investment Management first reported a position in BNY in Q2 2013 and has held it in 5 quarters since. 943 funds tracked by Wall St. Rank hold BNY as of Q2 2020.

Jupiter Investment Management held 638,211 shares of Bank of New York Mellon worth $24.7M as of Q2 2020.
Jupiter Investment Management bought 166,757 Bank of New York Mellon shares in Q2 2020, an estimated $6.1M.
Bank of New York Mellon made up 0.39% of Jupiter Investment Management's portfolio in Q2 2020, its #80 holding.
Jupiter Investment Management first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 5 quarters since.
943 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.