Sanctuary Advisors’s Bank of New York Mellon BNY Stock Holding History

Sanctuary Advisors’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 Q3	–	Sell	-91,320	Closed	-$5.23M	–	2461
2024 Q2	$5.23M	Buy	+91,320	New	+$5.28M	0.04%	440

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

Norges Bank Oslo, Norway $1T AUM

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

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

Sanctuary Advisors's BNY Position: Q3 2024 in Review

Sanctuary Advisors sold out of Bank of New York Mellon (BNY) in Q3 2024, closing a stake of 91,320 shares — an estimated $5.23M sold.

Sanctuary Advisors first reported a position in BNY in Q2 2024 and held it in 1 quarter. The position peaked at $5.23M in Q2 2024. 1,290 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

Sanctuary Advisors reported no remaining Bank of New York Mellon position as of Q3 2024 after selling out during the quarter.
Sanctuary Advisors sold 91,320 Bank of New York Mellon shares in Q3 2024, an estimated $5.23M.
Sanctuary Advisors first reported a position in Bank of New York Mellon in Q2 2024 and held it in 1 quarter.
Sanctuary Advisors's Bank of New York Mellon position peaked at $5.23M in Q2 2024.
1,290 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.