MCM
BNY

MidAtlantic Capital Management’s Bank of New York Mellon BNY Stock Holding History

MidAtlantic Capital 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
-158
Closed -$11.4K – 246
2024
Q3 		$11.4K Buy
+158
New +$10.4K 0.01% 200
2024
Q2 		– Sell
-426
Closed -$24.5K – 226
2024
Q1 		$24.5K Sell
426
-95
-18% -$5.23K 0.02% 157
2023
Q4 		$27.1K Buy
+521
New +$24K 0.03% 151

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MidAtlantic Capital Management's BNY Position: Q4 2024 in Review

MidAtlantic Capital Management sold out of Bank of New York Mellon (BNY) in Q4 2024, closing a stake of 158 shares — an estimated $11.4K sold.

MidAtlantic Capital Management first reported a position in BNY in Q4 2023 and held it in 3 quarters. The position peaked at $27.1K in Q4 2023. 1,437 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

  • MidAtlantic Capital Management reported no remaining Bank of New York Mellon position as of Q4 2024 after selling out during the quarter.
  • MidAtlantic Capital Management sold 158 Bank of New York Mellon shares in Q4 2024, an estimated $11.4K.
  • MidAtlantic Capital Management first reported a position in Bank of New York Mellon in Q4 2023 and held it in 3 quarters.
  • MidAtlantic Capital Management's Bank of New York Mellon position peaked at $27.1K in Q4 2023.
  • 1,437 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on MidAtlantic Capital Management's 13F filing for Q4 2024, filed 30 Jan 2025.