Kula Investments’s Bank of New York Mellon BNY Stock Holding History

Kula Investments’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 Q1	$1.21M	Buy	+26,584	New	+$1.29M	0.3%	81

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $59B AUM 32.99% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Kula Investments's BNY Position: Q1 2023 in Review

Kula Investments opened a new position in Bank of New York Mellon (BNY) in Q1 2023: 26,584 shares worth $1.21M. The stake represents 0.3% of the portfolio and ranks #81 among its holdings.

1,126 funds tracked by Wall St. Rank hold BNY as of Q1 2023.

Kula Investments held 26,584 shares of Bank of New York Mellon worth $1.21M as of Q1 2023.
Bank of New York Mellon was a new Kula Investments position in Q1 2023.
Bank of New York Mellon made up 0.3% of Kula Investments's portfolio in Q1 2023, its #81 holding.
1,126 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.