ZCM
BNY

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

Zebra 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
2018
Q4 		– Sell
-5,012
Closed -$256K – 384
2018
Q3 		$256K Buy
+5,012
New +$264K 0.12% 333

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BlackRock
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Dodge & Cox
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Zebra Capital Management's BNY Position: Q4 2018 in Review

Zebra Capital Management sold out of Bank of New York Mellon (BNY) in Q4 2018, closing a stake of 5,012 shares — an estimated $256K sold.

Zebra Capital Management first reported a position in BNY in Q3 2018 and held it in 1 quarter. The position peaked at $256K in Q3 2018. 1,038 funds tracked by Wall St. Rank hold BNY as of Q4 2018.

  • Zebra Capital Management reported no remaining Bank of New York Mellon position as of Q4 2018 after selling out during the quarter.
  • Zebra Capital Management sold 5,012 Bank of New York Mellon shares in Q4 2018, an estimated $256K.
  • Zebra Capital Management first reported a position in Bank of New York Mellon in Q3 2018 and held it in 1 quarter.
  • Zebra Capital Management's Bank of New York Mellon position peaked at $256K in Q3 2018.
  • 1,038 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2018.

Based on Zebra Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.