TIM
BNY

Tevis Investment Management’s Bank of New York Mellon BNY Stock Holding History

Tevis Investment 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
2022
Q3 		– Sell
-158
Closed -$7K – 401
2022
Q2 		$7K Hold
158
– – 0.01% 404
2022
Q1 		$8K Hold
158
– – 0.01% 404
2021
Q4 		$9K Buy
+158
New +$9.09K 0.01% 452

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tevis Investment Management's BNY Position: Q3 2022 in Review

Tevis Investment Management sold out of Bank of New York Mellon (BNY) in Q3 2022, closing a stake of 158 shares — an estimated $7K sold.

Tevis Investment Management first reported a position in BNY in Q4 2021 and held it in 3 quarters. The position peaked at $9K in Q4 2021. 1,030 funds tracked by Wall St. Rank hold BNY as of Q3 2022.

  • Tevis Investment Management reported no remaining Bank of New York Mellon position as of Q3 2022 after selling out during the quarter.
  • Tevis Investment Management sold 158 Bank of New York Mellon shares in Q3 2022, an estimated $7K.
  • Tevis Investment Management first reported a position in Bank of New York Mellon in Q4 2021 and held it in 3 quarters.
  • Tevis Investment Management's Bank of New York Mellon position peaked at $9K in Q4 2021.
  • 1,030 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.