Migdal Insurance & Financial Holdings’s Bank of New York Mellon BNY Stock Holding History

Migdal Insurance & Financial Holdings’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 Q3	–	Sell	-133	Closed	-$5K	–	673
2020 Q2	$5K	Sell	133 -2,139	-94%	-$78.3K	﹤0.01%	649
2020 Q1	$77K	Buy	2,272 +2,065	+998%	+$86.7K	﹤0.01%	422
2019 Q4	$10K	Sell	207 -18	-8%	-$859	﹤0.01%	706
2019 Q3	$10K	Buy	225 +4	+2%	+$178	﹤0.01%	708
2019 Q2	$10K	Buy	221 +35	+19%	+$1.65K	﹤0.01%	703
2019 Q1	$9K	Sell	186 -18	-9%	-$928	﹤0.01%	671
2018 Q4	$10K	Sell	204 -9,965	-98%	-$484K	﹤0.01%	661
2018 Q3	$519K	Buy	10,169 +4,301	+73%	+$226K	0.01%	367
2018 Q2	$316K	Buy	5,868 +5,800	+8,529%	+$320K	0.01%	396
2018 Q1	$4K	Buy	+68	New	+$3.78K	﹤0.01%	575

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BNY Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of Bank of New York Mellon (BNY) in Q3 2020, closing a stake of 133 shares — an estimated $5K sold.

Migdal Insurance & Financial Holdings first reported a position in BNY in Q1 2018 and held it in 10 quarters. The position peaked at $519K in Q3 2018. 917 funds tracked by Wall St. Rank hold BNY as of Q3 2020.

Migdal Insurance & Financial Holdings reported no remaining Bank of New York Mellon position as of Q3 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 133 Bank of New York Mellon shares in Q3 2020, an estimated $5K.
Migdal Insurance & Financial Holdings first reported a position in Bank of New York Mellon in Q1 2018 and held it in 10 quarters.
Migdal Insurance & Financial Holdings's Bank of New York Mellon position peaked at $519K in Q3 2018.
917 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.