LG
BNY

Leuthold Group’s Bank of New York Mellon BNY Stock Holding History

Leuthold Group’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 		– Sell
-107,842
Closed -$3.63M – 159
2020
Q1 		$3.63M Buy
+107,842
New +$4.53M 0.65% 58
2018
Q2 		– Sell
-73,377
Closed -$3.78M – 207
2018
Q1 		$3.78M Sell
73,377
-10,799
-13% -$601K 0.43% 89
2017
Q4 		$4.53M Sell
84,176
-1,783
-2% -$95K 0.45% 89
2017
Q3 		$4.56M Sell
85,959
-1,931
-2% -$101K 0.46% 80
2017
Q2 		$4.48M Sell
87,890
-3,049
-3% -$146K 0.48% 81
2017
Q1 		$4.29M Sell
90,939
-2,020
-2% -$94.5K 0.46% 85
2016
Q4 		$4.4M Buy
+92,959
New +$4.19M 0.49% 82

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Leuthold Group's BNY Position: Q2 2020 in Review

Leuthold Group sold out of Bank of New York Mellon (BNY) in Q2 2020, closing a stake of 107,842 shares — an estimated $3.63M sold.

Leuthold Group first reported a position in BNY in Q4 2016 and held it in 7 quarters. The position peaked at $4.56M in Q3 2017. 944 funds tracked by Wall St. Rank hold BNY as of Q2 2020.

  • Leuthold Group reported no remaining Bank of New York Mellon position as of Q2 2020 after selling out during the quarter.
  • Leuthold Group sold 107,842 Bank of New York Mellon shares in Q2 2020, an estimated $3.63M.
  • Leuthold Group first reported a position in Bank of New York Mellon in Q4 2016 and held it in 7 quarters.
  • Leuthold Group's Bank of New York Mellon position peaked at $4.56M in Q3 2017.
  • 944 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2020.

Based on Leuthold Group's 13F filing for Q2 2020, filed 14 Aug 2020.