Summit X LLC’s Bank of New York Mellon BNY Stock Holding History

Summit X LLC’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
2020 Q4	–	Sell	-2,701	Closed	-$996	–	268
2020 Q3	$996	Buy	+2,701	New	+$98.3K	0.02%	243

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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 $59B AUM 32.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Summit X LLC's BNY Position: Q4 2020 in Review

Summit X LLC sold out of Bank of New York Mellon (BNY) in Q4 2020, closing a stake of 2,701 shares — an estimated $996 sold.

Summit X LLC first reported a position in BNY in Q3 2020 and held it in 1 quarter. The position peaked at $996 in Q3 2020. 1,010 funds tracked by Wall St. Rank hold BNY as of Q4 2020.

Summit X LLC reported no remaining Bank of New York Mellon position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 2,701 Bank of New York Mellon shares in Q4 2020, an estimated $996.
Summit X LLC first reported a position in Bank of New York Mellon in Q3 2020 and held it in 1 quarter.
Summit X LLC's Bank of New York Mellon position peaked at $996 in Q3 2020.
1,010 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.