Tirschwell & Loewy’s Bank of New York Mellon BNY Stock Holding History

Tirschwell & Loewy’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
2019 Q1	$1.19M	Sell	23,579 -800	-3%	-$41.2K	0.16%	50
2018 Q4	$1.15M	Sell	24,379 -200	-0.8%	-$9.71K	0.17%	51
2018 Q3	$1.25M	Hold	24,579	–	–	0.16%	49
2018 Q2	$1.33M	Hold	24,579	–	–	0.18%	50
2018 Q1	$1.27M	Hold	24,579	–	–	0.17%	54
2017 Q4	$1.32M	Hold	24,579	–	–	0.19%	56
2017 Q3	$1.3M	Hold	24,579	–	–	0.2%	55
2017 Q2	$1.25M	Hold	24,579	–	–	0.2%	60
2017 Q1	$1.16M	Hold	24,579	–	–	0.19%	61
2016 Q4	$1.17M	Hold	24,579	–	–	0.21%	60
2016 Q3	$980K	Hold	24,579	–	–	0.16%	62
2016 Q2	$955K	Hold	24,579	–	–	0.17%	62
2016 Q1	$905K	Hold	24,579	–	–	0.16%	65
2015 Q4	$1.01M	Sell	24,579 -200	-0.8%	-$8.4K	0.18%	65
2015 Q3	$970K	Hold	24,779	–	–	0.18%	63
2015 Q2	$1.04M	Hold	24,779	–	–	0.18%	63
2015 Q1	$997K	Hold	24,779	–	–	0.17%	63
2014 Q4	$1M	Hold	24,779	–	–	0.16%	64
2014 Q3	$960K	Hold	24,779	–	–	0.16%	62
2014 Q2	$929K	Hold	24,779	–	–	0.15%	64
2014 Q1	$874K	Hold	24,779	–	–	0.15%	65
2013 Q4	$866K	Hold	24,779	–	–	0.15%	64
2013 Q3	$748K	Sell	24,779 -300	-1%	-$9.2K	0.15%	67
2013 Q2	$703K	Buy	+25,079	New	+$720K	0.15%	69

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Tirschwell & Loewy's BNY Position: Q1 2019 in Review

Tirschwell & Loewy reduced its Bank of New York Mellon (BNY) stake by 3.3% in Q1 2019, selling an estimated $41.2K and leaving 23,579 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #50.

Tirschwell & Loewy first reported a position in BNY in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.33M in Q2 2018. 1,073 funds tracked by Wall St. Rank hold BNY as of Q1 2019.

Tirschwell & Loewy held 23,579 shares of Bank of New York Mellon worth $1.19M as of Q1 2019.
Tirschwell & Loewy sold 800 Bank of New York Mellon shares in Q1 2019, an estimated $41.2K.
Bank of New York Mellon made up 0.16% of Tirschwell & Loewy's portfolio in Q1 2019, its #50 holding.
Tirschwell & Loewy first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 24 quarters since.
Tirschwell & Loewy's Bank of New York Mellon position peaked at $1.33M in Q2 2018.
1,073 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2019.

Based on Tirschwell & Loewy's 13F filing for Q1 2019, filed 3 Apr 2019.