WEC
BNY

Winslow Evans & Crocker’s Bank of New York Mellon BNY Stock Holding History

Winslow Evans & Crocker’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 		$146K Sell
3,435
-2,922
-46% -$112K 0.03% 383
2020
Q3 		$218K Sell
6,357
-85
-1% -$3.09K 0.05% 258
2020
Q2 		$249K Sell
6,442
-800
-11% -$29.3K 0.07% 246
2020
Q1 		$244K Hold
7,242
– – 0.08% 219
2019
Q4 		$366K Hold
7,242
– – 0.09% 212
2019
Q3 		$328K Hold
7,242
– – 0.09% 226
2019
Q2 		$320K Sell
7,242
-50
-0.7% -$2.35K 0.09% 234
2019
Q1 		$368K Buy
7,292
+50
+0.7% +$2.58K 0.1% 202
2018
Q4 		$342K Hold
7,242
– – 0.11% 187
2018
Q3 		$370K Hold
7,242
– – 0.11% 185
2018
Q2 		$392K Sell
7,242
-456
-6% -$25.2K 0.12% 178
2018
Q1 		$397K Hold
7,698
– – 0.13% 160
2017
Q4 		$415K Sell
7,698
-1,200
-13% -$63.9K 0.13% 163
2017
Q3 		$472K Buy
8,898
+1,051
+13% +$55.2K 0.16% 143
2017
Q2 		$400K Sell
7,847
-1
-0% -$48 0.11% 205
2017
Q1 		$371K Sell
7,848
-200
-2% -$9.35K 0.12% 182
2016
Q4 		$381K Hold
8,048
– – 0.12% 174
2016
Q3 		$321K Buy
8,048
+170
+2% +$6.79K 0.09% 220
2016
Q2 		$306K Buy
7,878
+1
+0% +$40 0.09% 216
2016
Q1 		$290K Sell
7,877
-1
-0% -$36 0.09% 212
2015
Q4 		$325K Sell
7,878
-184
-2% -$7.73K 0.09% 213
2015
Q3 		$316K Hold
8,062
– – 0.1% 211
2015
Q2 		$338K Hold
8,062
– – 0.1% 218
2015
Q1 		$324K Hold
8,062
– – 0.09% 228
2014
Q4 		$327K Hold
8,062
– – 0.09% 218
2014
Q3 		$312K Hold
8,062
– – 0.09% 238
2014
Q2 		$302K Hold
8,062
– – 0.1% 212
2014
Q1 		$285K Sell
8,062
-155
-2% -$5.12K 0.1% 221
2013
Q4 		$287K Buy
+8,217
New +$268K 0.1% 224

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Winslow Evans & Crocker's BNY Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Bank of New York Mellon (BNY) stake by 46% in Q4 2020, selling an estimated $112K and leaving 3,435 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #383.

Winslow Evans & Crocker first reported a position in BNY in Q4 2013 and has held it in 29 quarters since. The position peaked at $472K in Q3 2017. 1,010 funds tracked by Wall St. Rank hold BNY as of Q4 2020.

  • Winslow Evans & Crocker held 3,435 shares of Bank of New York Mellon worth $146K as of Q4 2020.
  • Winslow Evans & Crocker sold 2,922 Bank of New York Mellon shares in Q4 2020, an estimated $112K.
  • Bank of New York Mellon made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #383 holding.
  • Winslow Evans & Crocker first reported a position in Bank of New York Mellon in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Bank of New York Mellon position peaked at $472K in Q3 2017.
  • 1,010 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.