Simplicity Solutions’s Bank of New York Mellon BNY Stock Holding History

Simplicity Solutions’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
2023 Q4	$721K	Buy	13,850 +751	+6%	+$34.6K	0.02%	543
2023 Q3	$559K	Sell	13,099 -808	-6%	-$36K	0.02%	571
2023 Q2	$619K	Sell	13,907 -1,538	-10%	-$66K	0.02%	602
2023 Q1	$702K	Buy	+15,445	New	+$749K	0.02%	593
2022 Q1	–	Sell	-8,248	Closed	-$480K	–	627
2021 Q4	$480K	Buy	+8,248	New	+$474K	0.05%	404
2021 Q1	–	Sell	-24,294	Closed	-$1.03M	–	532
2020 Q4	$1.03M	Sell	24,294 -3,068	-11%	-$118K	0.02%	530
2020 Q3	$940K	Sell	27,362 -5,408	-17%	-$197K	0.02%	492
2020 Q2	$1.27M	Buy	+32,770	New	+$1.2M	0.03%	405
2019 Q1	–	Sell	-4,817	Closed	-$227K	–	755
2018 Q4	$227K	Buy	+4,817	New	+$234K	0.03%	530

Other funds holding BNY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Simplicity Solutions's BNY Position: Q4 2023 in Review

Simplicity Solutions increased its Bank of New York Mellon (BNY) stake by 5.7% in Q4 2023, buying an estimated $34.6K and bringing the position to 13,850 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #543.

Simplicity Solutions first reported a position in BNY in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.27M in Q2 2020. 1,163 funds tracked by Wall St. Rank hold BNY as of Q4 2023.

Simplicity Solutions held 13,850 shares of Bank of New York Mellon worth $721K as of Q4 2023.
Simplicity Solutions bought 751 Bank of New York Mellon shares in Q4 2023, an estimated $34.6K.
Bank of New York Mellon made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #543 holding.
Simplicity Solutions first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 9 quarters since.
Simplicity Solutions's Bank of New York Mellon position peaked at $1.27M in Q2 2020.
1,163 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.