SA
BNY

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

SpiderRock 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 		$969K Buy
13,480
+3,598
+36% +$237K 0.02% 482
2024
Q2 		$592K Sell
9,882
-87
-0.9% -$5.03K 0.01% 522
2024
Q1 		$548K Buy
+9,969
New +$549K 0.01% 507

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SpiderRock Advisors's BNY Position: Q3 2024 in Review

SpiderRock Advisors increased its Bank of New York Mellon (BNY) stake by 36% in Q3 2024, buying an estimated $237K and bringing the position to 13,480 shares worth $969K. The position accounts for 0.02% of the portfolio, ranked #482.

SpiderRock Advisors first reported a position in BNY in Q1 2024 and has held it in 3 quarters since. 1,288 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

  • SpiderRock Advisors held 13,480 shares of Bank of New York Mellon worth $969K as of Q3 2024.
  • SpiderRock Advisors bought 3,598 Bank of New York Mellon shares in Q3 2024, an estimated $237K.
  • Bank of New York Mellon made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #482 holding.
  • SpiderRock Advisors first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 3 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.