Wedge Capital Management’s Bank of New York Mellon BNY Stock Holding History

Wedge Capital 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
2021 Q2	–	Sell	-676,727	Closed	-$32M	–	404
2021 Q1	$32M	Buy	676,727 +115,857	+21%	+$5.1M	0.38%	108
2020 Q4	$23.8M	Buy	560,870 +10,159	+2%	+$390K	0.28%	144
2020 Q3	$18.9M	Buy	+550,711	New	+$20M	0.25%	142

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

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

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Wedge Capital Management's BNY Position: Q2 2021 in Review

Wedge Capital Management sold out of Bank of New York Mellon (BNY) in Q2 2021, closing a stake of 676,727 shares — an estimated $32M sold.

Wedge Capital Management first reported a position in BNY in Q3 2020 and held it in 3 quarters. The position peaked at $32M in Q1 2021. 1,080 funds tracked by Wall St. Rank hold BNY as of Q2 2021.

Wedge Capital Management reported no remaining Bank of New York Mellon position as of Q2 2021 after selling out during the quarter.
Wedge Capital Management sold 676,727 Bank of New York Mellon shares in Q2 2021, an estimated $32M.
Wedge Capital Management first reported a position in Bank of New York Mellon in Q3 2020 and held it in 3 quarters.
Wedge Capital Management's Bank of New York Mellon position peaked at $32M in Q1 2021.
1,080 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2021.

Based on Wedge Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.