Bank of New York Mellon Corp. (BK)

Sector:Financials
Super Investor Stats:
Ownership count:6
Ownership rank:66
% of all portfolios:0.162%
Hold Price * :$71.86
History Portfolio Manager Activity Share change % change to portfolio
Q3  2023
Hillman Value Fund Add 21.50% 23,000 0.48
Dodge & Cox Add 0.53% 197,800 0.01
David Katz - Matrix Asset Advisors Add 0.52% 2,805 0.02
Q2  2023
Lee Ainslie - Maverick Capital Add 12548.81% 1,571,613 1.49
David Katz - Matrix Asset Advisors Add 1.65% 8,719 0.05
Christopher Davis - Davis Advisors Add 0.95% 123,396 0.03
Dodge & Cox Add 0.36% 133,600 0.01
Yacktman Asset Management Add 0.29% 11,009 0.00
Q1  2023
David Katz - Matrix Asset Advisors Add 1.86% 9,639 0.06
Lee Ainslie - Maverick Capital Buy 12,524 0.01
Q4  2022
First Eagle Investment Management Add 3.93% 647,934 0.08
Thomas Gayner - Markel Group Add 1.11% 4,000 0.00
Yacktman Asset Management Add 0.14% 5,185 0.00
Q3  2022
Thomas Gayner - Markel Group Add 0.98% 3,500 0.00
Yacktman Asset Management Add 0.38% 14,545 0.01
Dodge & Cox Add 0.19% 72,000 0.00
Q2  2022
David Katz - Matrix Asset Advisors Add 114.73% 302,139 1.93
Hillman Value Fund Add 27.63% 30,388 0.62
First Eagle Investment Management Add 4.49% 709,682 0.08
Q1  2022
David Katz - Matrix Asset Advisors Add 42.75% 78,871 0.53
Q4  2021
Charles Bobrinskoy - Ariel Focus Fund Add 9.83% 3,637 0.30
David Katz - Matrix Asset Advisors Add 7.74% 13,252 0.10
Yacktman Asset Management Add 0.62% 23,474 0.01
Q3  2021
David Katz - Matrix Asset Advisors Add 177.53% 109,534 0.80
Hillman Value Fund Add 23.15% 25,000 0.63
Q2  2021
Lee Ainslie - Maverick Capital Add 753.00% 18,328 0.01
Charles Bobrinskoy - Ariel Focus Fund Add 3.52% 1,300 0.10
Dodge & Cox Add 2.19% 839,400 0.05
Christopher Davis - Davis Advisors Add 0.56% 84,021 0.02
David Katz - Matrix Asset Advisors Buy 61,700 0.45
Q1  2021
Hillman Value Fund Add 8.00% 8,000 0.23
Yacktman Asset Management Add 1.37% 51,871 0.03
Dodge & Cox Add 0.78% 298,300 0.02
Thomas Gayner - Markel Group Add 0.28% 1,000 0.00
Lee Ainslie - Maverick Capital Buy 2,434 0.00
Q4  2020
Charles Bobrinskoy - Ariel Focus Fund Add 23.83% 7,100 0.57
Thomas Gayner - Markel Group Add 1.93% 6,750 0.00
Hillman Value Fund Buy 100,000 3.25
Q3  2020
Dodge & Cox Add 17.24% 5,600,000 0.32
Yacktman Asset Management Add 6.59% 234,838 0.12
Charles Bobrinskoy - Ariel Focus Fund Add 6.05% 1,700 0.13
Q2  2020
Dodge & Cox Add 11.69% 3,400,000 0.22
Christopher Davis - Davis Advisors Add 4.24% 653,317 0.15
First Eagle Investment Management Add 0.28% 50,870 0.01
Q1  2020
Thomas Gayner - Markel Group Add 37.80% 96,000 0.06
Dodge & Cox Add 1.08% 311,000 0.02
Lee Ainslie - Maverick Capital Buy 42,530 0.03
Q4  2019
Thomas Gayner - Markel Group Add 23.30% 48,000 0.03
Charles Bobrinskoy - Ariel Focus Fund Add 4.29% 1,200 0.10
First Eagle Investment Management Add 0.15% 27,472 0.00
Q3  2019
Thomas Gayner - Markel Group Add 157.50% 126,000 0.09
Yacktman Asset Management Add 0.05% 1,764 0.00
Q2  2019
Robert Olstein - Olstein Capital Management Add 16.47% 14,000 0.10
Thomas Gayner - Markel Group Buy 80,000 0.05
Q1  2019
Yacktman Asset Management Add 0.06% 2,011 0.00
Q4  2018
Dodge & Cox Add 15.77% 4,300,000 0.33
Warren Buffett - Berkshire Hathaway Add 3.97% 3,087,774 0.08
Nelson Peltz - Trian Fund Management Add 0.00% 181 0.00
Q3  2018
Warren Buffett - Berkshire Hathaway Add 20.14% 13,049,100 0.30
Q2  2018
Warren Buffett - Berkshire Hathaway Add 4.19% 2,608,928 0.07
Nelson Peltz - Trian Fund Management Add 0.01% 2,346 0.00
Q1  2018
Nelson Peltz - Trian Fund Management Add 2.28% 360,164 0.19
Warren Buffett - Berkshire Hathaway Add 2.26% 1,372,665 0.04
Q4  2017
Warren Buffett - Berkshire Hathaway Add 21.08% 10,589,195 0.30
Dodge & Cox Add 4.91% 1,309,300 0.10
Thomas Russo - Gardner Russo & Quinn Buy 1,500 0.00
Q2  2017
Warren Buffett - Berkshire Hathaway Add 52.16% 17,217,529 0.54
Nelson Peltz - Trian Fund Management Add 0.01% 2,833 0.00
Q1  2017
Warren Buffett - Berkshire Hathaway Add 52.33% 11,340,090 0.33
Q4  2016
Warren Buffett - Berkshire Hathaway Add 2.53% 535,257 0.02
Nelson Peltz - Trian Fund Management Add 0.00% 30 0.00
Q3  2016
Dodge & Cox Add 2.09% 700,000 0.05
Warren Buffett - Berkshire Hathaway Add 1.49% 309,500 0.01
Nelson Peltz - Trian Fund Management Add 0.47% 152,027 0.06
Hillman Value Fund Buy 26,000 3.37
Q2  2016
Dodge & Cox Add 5.36% 1,700,000 0.12
Nelson Peltz - Trian Fund Management Add 1.24% 393,866 0.15
Q1  2016
Warren Buffett - Berkshire Hathaway Add 3.56% 715,000 0.02
Nelson Peltz - Trian Fund Management Add 2.88% 891,217 0.32
Robert Olstein - Olstein Capital Management Add 1.46% 3,000 0.02
Q4  2015
Nelson Peltz - Trian Fund Management Add 2.34% 706,813 0.24
Q3  2015
Nelson Peltz - Trian Fund Management Add 0.01% 3,064 0.00
Q2  2015
David Einhorn - Greenlight Capital Add 1108.82% 3,669,099 1.97
Q1  2015
Robert Olstein - Olstein Capital Management Add 10.80% 23,000 0.13
David Einhorn - Greenlight Capital Buy 330,901 0.17
Q3  2014
Charles Bobrinskoy - Ariel Focus Fund Add 10.48% 3,900 0.23
Q2  2014
Dodge & Cox Add 8.13% 3,067,200 0.20
Q1  2014
Robert Olstein - Olstein Capital Management Add 102.86% 108,000 0.61
Dodge & Cox Add 9.62% 3,309,300 0.21
Q4  2013
Robert Olstein - Olstein Capital Management Buy 105,000 0.60
Q3  2013
Warren Buffett - Berkshire Hathaway Add 0.04% 8,807 0.00
Q2  2013
Warren Buffett - Berkshire Hathaway Add 30.12% 5,704,914 0.17
Thomas Gayner - Markel Group Add 3.96% 10,000 0.01
Q1  2013
Thomas Gayner - Markel Group Add 10.02% 23,000 0.02
Q4  2012
Steven Romick - FPA Crescent Fund Add 1.50% 66,400 0.03
Q3  2012
Warren Buffett - Berkshire Hathaway Add 4.88% 914,400 0.03
Tweedy Browne Co. - Tweedy Browne Value Fund Add 1.86% 10,380 0.05
Q2  2012
Warren Buffett - Berkshire Hathaway Add 233.83% 13,112,049 0.39
Tweedy Browne Co. - Tweedy Browne Value Fund Add 157.62% 341,195 1.80
Steven Romick - FPA Crescent Fund Buy 4,425,000 1.73

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.