Morningstar Investment Management’s Bank of New York Mellon BK Stock Holding History

Morningstar Investment Management’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$393K	Buy
2025 Q1	–	Sell
2024 Q4	$380K	Sell
2024 Q3	$1.52M	Sell
2024 Q2	$2.03M	Sell
2024 Q1	$2.24M	Sell
2023 Q4	$2.14M	Buy