Sugarloaf Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$12K	Hold	156	–	–	﹤0.01%	473
2024 Q3	$11.2K	Hold	156	–	–	﹤0.01%	490
2024 Q2	$9.34K	Hold	156	–	–	﹤0.01%	485
2024 Q1	$8.99K	Hold	156	–	–	﹤0.01%	496
2023 Q4	$8.12K	Hold	156	–	–	﹤0.01%	507
2023 Q3	$6.65K	Hold	156	–	–	﹤0.01%	512
2023 Q2	$6.95K	Hold	156	–	–	﹤0.01%	520
2023 Q1	$7.09K	Hold	156	–	–	﹤0.01%	514
2022 Q4	$7.1K	Sell	156 -200	-56%	-$8.58K	﹤0.01%	528
2022 Q3	$14K	Hold	356	–	–	﹤0.01%	462
2022 Q2	$15K	Hold	356	–	–	﹤0.01%	456
2022 Q1	$18K	Hold	356	–	–	﹤0.01%	417
2021 Q4	$21K	Hold	356	–	–	0.01%	416
2021 Q3	$18K	Hold	356	–	–	﹤0.01%	441
2021 Q2	$18K	Hold	356	–	–	﹤0.01%	428
2021 Q1	$17	Hold	356	–	–	0.01%	433
2020 Q4	$15K	Hold	356	–	–	0.01%	426
2020 Q3	$12K	Hold	356	–	–	﹤0.01%	430
2020 Q2	$14K	Hold	356	–	–	0.01%	398
2020 Q1	$12K	Hold	356	–	–	0.01%	404
2019 Q4	$18K	Buy	+356	New	+$17K	0.01%	381

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Sugarloaf Wealth Management's BNY Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Bank of New York Mellon (BNY) position steady in Q4 2024 at 156 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Sugarloaf Wealth Management first reported a position in BNY in Q4 2019 and has held it in 21 quarters since. The position peaked at $21K in Q4 2021. 1,436 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

Sugarloaf Wealth Management held 156 shares of Bank of New York Mellon worth $12K as of Q4 2024.
Sugarloaf Wealth Management left its Bank of New York Mellon share count unchanged in Q4 2024.
Bank of New York Mellon made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #473 holding.
Sugarloaf Wealth Management first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Bank of New York Mellon position peaked at $21K in Q4 2021.
1,436 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.