Wright Investors Service’s Bank of New York Mellon BNY Stock Holding History

Wright Investors Service’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
2024 Q2	–	Sell	-8,669	Closed	-$500K	–	143
2024 Q1	$500K	Buy	+8,669	New	+$477K	0.13%	128
2023 Q2	–	Sell	-5,287	Closed	-$240K	–	149
2023 Q1	$240K	Buy	+5,287	New	+$256K	0.07%	147
2018 Q2	–	Sell	-31,654	Closed	-$1.63M	–	148
2018 Q1	$1.63M	Buy	31,654 +23	+0.1%	+$1.28K	0.56%	50
2017 Q4	$1.7M	Buy	31,631 +3,966	+14%	+$211K	0.57%	51
2017 Q3	$1.47M	Sell	27,665 -185	-0.7%	-$9.71K	0.53%	51
2017 Q2	$1.42M	Buy	27,850 +3,940	+16%	+$188K	0.54%	49
2017 Q1	$1.13M	Buy	23,910 +3,550	+17%	+$166K	0.46%	61
2016 Q4	$965K	Buy	20,360 +13,195	+184%	+$595K	0.42%	74
2016 Q3	$286K	Hold	7,165	–	–	0.12%	183
2016 Q2	$278K	Buy	+7,165	New	+$285K	0.11%	189

Other funds holding BNY

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wright Investors Service's BNY Position: Q2 2024 in Review

Wright Investors Service sold out of Bank of New York Mellon (BNY) in Q2 2024, closing a stake of 8,669 shares — an estimated $500K sold.

Wright Investors Service first reported a position in BNY in Q2 2016 and held it in 10 quarters. The position peaked at $1.7M in Q4 2017. 1,248 funds tracked by Wall St. Rank hold BNY as of Q2 2024.

Wright Investors Service reported no remaining Bank of New York Mellon position as of Q2 2024 after selling out during the quarter.
Wright Investors Service sold 8,669 Bank of New York Mellon shares in Q2 2024, an estimated $500K.
Wright Investors Service first reported a position in Bank of New York Mellon in Q2 2016 and held it in 10 quarters.
Wright Investors Service's Bank of New York Mellon position peaked at $1.7M in Q4 2017.
1,248 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2024.

Based on Wright Investors Service's 13F filing for Q2 2024, filed 26 Jul 2024.