Number of Shares
681,910.00
Current Holdings Value*
$57.19 Mil
% of Portfolio
4.55%
Total Estimate Gain
$43.03 Mil
% of Total Estimate Gain
119.74%

CORDA Investment Management, LLC.'s Bank of New York Mellon Corp Holding Summary

As of 2025-03-31, CORDA Investment Management, LLC. held 681,910.00 shares of Bank of New York Mellon Corp(BK), totaling $57.19 Mil. This investment constitutes 4.55% of their stock portfolio, and CORDA Investment Management, LLC. now holds 0.1% of the outstanding Bank of New York Mellon Corp(BK) stock.

The initial trade took place in 2014Q1. And since then CORDA Investment Management, LLC. has made 18 purchases of BK, at an average price of $41.89, for a total of 857,901.00 shares. In addition, there have been 18 sales at an average price of $61.40 for 175,991.00 shares. Based on historical transaction data and BK's current price of $99.97, CORDA Investment Management, LLC.'s estimated gain on his BK holdings is $43.03 Mil, reflecting a 119.74% gain to date.

CORDA Investment Management, LLC. BK ($99.97) Holding Chart

CORDA Investment Management, 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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