Number of Shares
39,227.00
Current Holdings Value*
$3.29 Mil
% of Portfolio
0.82%
Total Estimate Gain
$6.40 Mil
% of Total Estimate Gain
75.18%

ALPINE WOODS CAPITAL INVESTORS, LLC's Bank of New York Mellon Corp Holding Summary

As of 2025-03-31, ALPINE WOODS CAPITAL INVESTORS, LLC held 39,227.00 shares of Bank of New York Mellon Corp(BK), totaling $3.29 Mil. This investment constitutes 0.82% of their stock portfolio, and ALPINE WOODS CAPITAL INVESTORS, LLC now holds 0.01% of the outstanding Bank of New York Mellon Corp(BK) stock.

The initial trade took place in 2014Q1. And since then ALPINE WOODS CAPITAL INVESTORS, LLC has made 9 purchases of BK, at an average price of $38.64, for a total of 220,476.00 shares. In addition, there have been 20 sales at an average price of $60.70 for 181,249.00 shares. Based on historical transaction data and BK's current price of $99.97, ALPINE WOODS CAPITAL INVESTORS, LLC's estimated gain on his BK holdings is $6.40 Mil, reflecting a 75.18% gain to date.

ALPINE WOODS CAPITAL INVESTORS, LLC BK ($99.97) Holding Chart

ALPINE WOODS CAPITAL INVESTORS, LLC BK ($99.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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