Sterling Investment Advisors (Pennsylvania)’s Bank of New York Mellon BNY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q4	–	Sell	-133	Closed	-$7K	–	568
2021 Q3	$7K	Buy	+133	New	+$6.91K	﹤0.01%	459
2019 Q2	–	Sell	-27,617	Closed	-$1.39M	–	420
2019 Q1	$1.39M	Sell	27,617 -94	-0.3%	-$4.84K	0.71%	50
2018 Q4	$1.3M	Buy	27,711 +905	+3%	+$44K	0.77%	47
2018 Q3	$1.37M	Buy	26,806 +556	+2%	+$29.3K	0.72%	48
2018 Q2	$1.42M	Hold	26,250	–	–	0.84%	43
2018 Q1	$1.35M	Hold	26,250	–	–	0.83%	40
2017 Q4	$1.41M	Hold	26,250	–	–	0.88%	39
2017 Q3	$1.39M	Buy	26,250 +2,050	+8%	+$108K	0.92%	35
2017 Q2	$1.24M	Buy	+24,200	New	+$1.16M	0.82%	43

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

DSA

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s BNY Position: Q4 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Bank of New York Mellon (BNY) in Q4 2021, closing a stake of 133 shares — an estimated $7K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in BNY in Q2 2017 and held it in 9 quarters. The position peaked at $1.42M in Q2 2018. 1,153 funds tracked by Wall St. Rank hold BNY as of Q4 2021.

Sterling Investment Advisors (Pennsylvania) reported no remaining Bank of New York Mellon position as of Q4 2021 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 133 Bank of New York Mellon shares in Q4 2021, an estimated $7K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Bank of New York Mellon in Q2 2017 and held it in 9 quarters.
Sterling Investment Advisors (Pennsylvania)'s Bank of New York Mellon position peaked at $1.42M in Q2 2018.
1,153 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2021, filed 2 Feb 2022.