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

Sovarnum 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
2021 Q3	–	Sell	-20,000	Closed	-$1.02M	–	67
2021 Q2	$1.02M	Buy	+20,000	New	+$1M	0.65%	55
2019 Q3	$678K	Buy	+15,000	New	+$668K	0.8%	29

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Sovarnum Capital's BNY Position: Q3 2021 in Review

Sovarnum Capital sold out of Bank of New York Mellon (BNY) in Q3 2021, closing a stake of 20,000 shares — an estimated $1.02M sold.

Sovarnum Capital first reported a position in BNY in Q3 2019 and held it in 2 quarters. The position peaked at $1.02M in Q2 2021. 1,053 funds tracked by Wall St. Rank hold BNY as of Q3 2021.

Sovarnum Capital reported no remaining Bank of New York Mellon position as of Q3 2021 after selling out during the quarter.
Sovarnum Capital sold 20,000 Bank of New York Mellon shares in Q3 2021, an estimated $1.02M.
Sovarnum Capital first reported a position in Bank of New York Mellon in Q3 2019 and held it in 2 quarters.
Sovarnum Capital's Bank of New York Mellon position peaked at $1.02M in Q2 2021.
1,053 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2021.

Based on Sovarnum Capital's 13F filing for Q3 2021, filed 8 Nov 2021.