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

SRH 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 Q2	–	Sell	-117	Closed	-$6.74K	–	293
2024 Q1	$6.74K	Buy	+117	New	+$6.44K	﹤0.01%	247
2020 Q2	–	Sell	-615	Closed	-$21K	–	284
2020 Q1	$21K	Hold	615	–	–	0.06%	111
2019 Q4	$31K	Hold	615	–	–	0.1%	101
2019 Q3	$28K	Hold	615	–	–	0.09%	104
2019 Q2	$27K	Hold	615	–	–	0.09%	108
2019 Q1	$31K	Hold	615	–	–	0.11%	96
2018 Q4	$29K	Hold	615	–	–	0.11%	97
2018 Q3	$31K	Hold	615	–	–	0.11%	109
2018 Q2	$33K	Hold	615	–	–	0.12%	99
2018 Q1	$32K	Hold	615	–	–	0.13%	93
2017 Q4	$33K	Hold	615	–	–	0.13%	86
2017 Q3	$33K	Buy	+615	New	+$32.3K	0.14%	88

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SRH Advisors's BNY Position: Q2 2024 in Review

SRH Advisors sold out of Bank of New York Mellon (BNY) in Q2 2024, closing a stake of 117 shares — an estimated $6.74K sold.

SRH Advisors first reported a position in BNY in Q3 2017 and held it in 12 quarters. The position peaked at $33K in Q2 2018. 1,247 funds tracked by Wall St. Rank hold BNY as of Q2 2024.

SRH Advisors reported no remaining Bank of New York Mellon position as of Q2 2024 after selling out during the quarter.
SRH Advisors sold 117 Bank of New York Mellon shares in Q2 2024, an estimated $6.74K.
SRH Advisors first reported a position in Bank of New York Mellon in Q3 2017 and held it in 12 quarters.
SRH Advisors's Bank of New York Mellon position peaked at $33K in Q2 2018.
1,247 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2024.

Based on SRH Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.