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

Meridiem 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
2024 Q4	–	Sell	-2,387	Closed	-$172K	–	60
2024 Q3	$172K	Hold	2,387	–	–	﹤0.01%	52
2024 Q2	$143K	Hold	2,387	–	–	﹤0.01%	44
2024 Q1	$138K	Sell	2,387 -3,000	-56%	-$165K	﹤0.01%	49
2023 Q4	$280K	Hold	5,387	–	–	0.01%	44
2023 Q3	$230K	Hold	5,387	–	–	0.01%	39
2023 Q2	$240K	Hold	5,387	–	–	0.01%	38
2023 Q1	$245K	Hold	5,387	–	–	0.01%	41
2022 Q4	$245K	Hold	5,387	–	–	0.01%	43
2022 Q3	$208K	Sell	5,387 -1,500	-22%	-$64K	0.01%	45
2022 Q2	$288K	Hold	6,887	–	–	0.01%	44
2022 Q1	$342K	Sell	6,887 -1,500	-18%	-$85.3K	0.01%	44
2021 Q4	$487K	Hold	8,387	–	–	0.01%	41
2021 Q3	$435K	Hold	8,387	–	–	0.01%	42
2021 Q2	$430K	Hold	8,387	–	–	0.02%	43
2021 Q1	$397K	Hold	8,387	–	–	0.02%	42
2020 Q4	$356K	Buy	+8,387	New	+$322K	0.02%	41

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 $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridiem Investment Management's BNY Position: Q4 2024 in Review

Meridiem Investment Management sold out of Bank of New York Mellon (BNY) in Q4 2024, closing a stake of 2,387 shares — an estimated $172K sold.

Meridiem Investment Management first reported a position in BNY in Q4 2020 and held it in 16 quarters. The position peaked at $487K in Q4 2021. 1,438 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

Meridiem Investment Management reported no remaining Bank of New York Mellon position as of Q4 2024 after selling out during the quarter.
Meridiem Investment Management sold 2,387 Bank of New York Mellon shares in Q4 2024, an estimated $172K.
Meridiem Investment Management first reported a position in Bank of New York Mellon in Q4 2020 and held it in 16 quarters.
Meridiem Investment Management's Bank of New York Mellon position peaked at $487K in Q4 2021.
1,438 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Meridiem Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.