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

Oarsman Capital’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	-165	Closed	-$11.9K	–	906
2024 Q3	$11.9K	Buy	+165	New	+$10.9K	﹤0.01%	678

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 $191B AUM 17.5% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oarsman Capital's BNY Position: Q4 2024 in Review

Oarsman Capital sold out of Bank of New York Mellon (BNY) in Q4 2024, closing a stake of 165 shares — an estimated $11.9K sold.

Oarsman Capital first reported a position in BNY in Q3 2024 and held it in 1 quarter. The position peaked at $11.9K in Q3 2024. 1,441 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

Oarsman Capital reported no remaining Bank of New York Mellon position as of Q4 2024 after selling out during the quarter.
Oarsman Capital sold 165 Bank of New York Mellon shares in Q4 2024, an estimated $11.9K.
Oarsman Capital first reported a position in Bank of New York Mellon in Q3 2024 and held it in 1 quarter.
Oarsman Capital's Bank of New York Mellon position peaked at $11.9K in Q3 2024.
1,441 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Oarsman Capital's 13F filing for Q4 2024, filed 13 Feb 2025.