Kiwi Wealth Investments Limited Partnership’s Bank of New York Mellon BNY Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2022 Q2	–	Sell	-47,059	Closed	-$2.34M	–	202
2022 Q1	$2.34M	Buy	+47,059	New	+$2.68M	0.13%	160
2019 Q3	–	Sell	-110,220	Closed	-$4.87M	–	185
2019 Q2	$4.87M	Buy	110,220 +15,373	+16%	+$722K	0.43%	68
2019 Q1	$4.78M	Buy	94,847 +787	+0.8%	+$40.6K	0.43%	74
2018 Q4	$4.43M	Buy	94,060 +4,683	+5%	+$227K	0.46%	66
2018 Q3	$4.56M	Buy	+89,377	New	+$4.7M	0.43%	66
2016 Q2	–	Sell	-101,263	Closed	-$3.73M	–	111
2016 Q1	$3.73M	Buy	+101,263	New	+$3.67M	0.38%	92
2015 Q3	–	Sell	-385,278	Closed	-$16.2M	–	99
2015 Q2	$16.2M	Sell	385,278 -24,921	-6%	-$1.06M	1.72%	19
2015 Q1	$16.5M	Buy	+410,199	New	+$16M	1.68%	24

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's BNY Position: Q2 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 47,059 shares — an estimated $2.34M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in BNY in Q1 2015 and held it in 8 quarters. The position peaked at $16.5M in Q1 2015. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 47,059 Bank of New York Mellon shares in Q2 2022, an estimated $2.34M.
Kiwi Wealth Investments Limited Partnership first reported a position in Bank of New York Mellon in Q1 2015 and held it in 8 quarters.
Kiwi Wealth Investments Limited Partnership's Bank of New York Mellon position peaked at $16.5M in Q1 2015.
1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2022, filed 12 Aug 2022.