SMAM
BNY

Sugar Maple Asset Management’s Bank of New York Mellon BNY Stock Holding History

Sugar Maple Asset Management’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
2025
Q1 		– Sell
-5
Closed -$384 – 109
2024
Q4 		$384 Buy
+5
New +$386 ﹤0.01% 374

Other funds holding BNY

Vanguard Group
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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sugar Maple Asset Management's BNY Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 5 shares — an estimated $384 sold.

Sugar Maple Asset Management first reported a position in BNY in Q4 2024 and held it in 1 quarter. The position peaked at $384 in Q4 2024. 1,502 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 5 Bank of New York Mellon shares in Q1 2025, an estimated $384.
  • Sugar Maple Asset Management first reported a position in Bank of New York Mellon in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Bank of New York Mellon position peaked at $384 in Q4 2024.
  • 1,502 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.